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)5,982,798,469.0
- RAUM (discretionary)5,982,798,469.0
- Actionable assets5,683,710,781.0
- Accounts (total)3,155.0
Institutional Clients
- Government AUM—
- Pension AUM32,708,593.0
- Charitable AUM65,792,583.0
- HNW AUM5,570,709,825.0