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)2,025,875,385.0
- RAUM (discretionary)2,025,875,385.0
- Actionable assets2,021,381,237.0
- Accounts (total)102.0
Institutional Clients
- Government AUM—
- Pension AUM1,836,078,809.0
- Charitable AUM2,962,619.0
- HNW AUM182,339,809.0