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)3,196,950,001.0
- RAUM (discretionary)2,083,434,020.0
- Actionable assets817,688,702.0
- Accounts (total)1,002.0
Institutional Clients
- Government AUM—
- Pension AUM158,225,331.0
- Charitable AUM149,281,009.0
- HNW AUM507,717,250.0