SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)2,637,474,568.0
- RAUM (discretionary)2,637,474,568.0
- Actionable assets2,637,474,568.0
- Accounts (total)543.0
Institutional Clients
- Government AUM—
- Pension AUM7,693,840.0
- Charitable AUM224,940,375.0
- HNW AUM1,170,634,722.0