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)3,168,066,076.0
- RAUM (discretionary)2,902,124,090.0
- Actionable assets2,599,685,703.0
- Accounts (total)467.0
Institutional Clients
- Government AUM403,556,028.0
- Pension AUM1,668,709,285.0
- Charitable AUM72,593,882.0
- HNW AUM—