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)3,085,389,748.0
- RAUM (discretionary)3,083,169,400.0
- Actionable assets2,662,747,955.0
- Accounts (total)5,010.0
Institutional Clients
- Government AUM—
- Pension AUM52,093,532.0
- Charitable AUM1,367,929.0
- HNW AUM2,593,268,513.0