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)2,434,909,737.0
- RAUM (discretionary)1,583,547,108.0
- Actionable assets2,196,192,626.0
- Accounts (total)8,324.0
Institutional Clients
- Government AUM—
- Pension AUM8,264,843.0
- Charitable AUM40,340,785.0
- HNW AUM2,105,898,312.0