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)2,004,775,922.0
- RAUM (discretionary)971,724,596.0
- Actionable assets1,931,429,040.0
- Accounts (total)1,661.0
Institutional Clients
- Government AUM—
- Pension AUM246,004.0
- Charitable AUM37,778,317.0
- HNW AUM1,885,620,818.0