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)2,219,580,596.0
- RAUM (discretionary)2,219,580,596.0
- Actionable assets2,183,984,245.0
- Accounts (total)361.0
Institutional Clients
- Government AUM—
- Pension AUM2,018,529,614.0
- Charitable AUM20,711,622.0
- HNW AUM109,694,602.0