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)2,667,216,370.0
- RAUM (discretionary)1,289,023,014.0
- Actionable assets2,546,454,848.0
- Accounts (total)1,296.0
Institutional Clients
- Government AUM—
- Pension AUM12,658,304.0
- Charitable AUM94,947,398.0
- HNW AUM2,342,302,592.0