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)3,083,491,501.0
- RAUM (discretionary)2,424,643,926.0
- Actionable assets1,623,953,679.0
- Accounts (total)13,550.0
Institutional Clients
- Government AUM—
- Pension AUM7,560,343.0
- Charitable AUM139,681.0
- HNW AUM1,544,766,724.0