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)2,011,228,822.0
- RAUM (discretionary)2,011,228,822.0
- Actionable assets1,711,226,495.0
- Accounts (total)3,663.0
Institutional Clients
- Government AUM—
- Pension AUM2,680,024.0
- Charitable AUM8,983,448.0
- HNW AUM1,693,230,344.0