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)2,610,146,179.0
- RAUM (discretionary)2,314,263,752.0
- Actionable assets2,529,172,564.0
- Accounts (total)2,386.0
Institutional Clients
- Government AUM—
- Pension AUM637,667,015.0
- Charitable AUM32,505,585.0
- HNW AUM1,858,082,592.0