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)7,421,647,589.0
- RAUM (discretionary)7,415,797,573.0
- Actionable assets4,838,522,711.0
- Accounts (total)238.0
Institutional Clients
- Government AUM—
- Pension AUM2,843,007,915.0
- Charitable AUM—
- HNW AUM34,278,483.0