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)2,671,662,109.0
- RAUM (discretionary)2,634,659,817.0
- Actionable assets1,787,544,347.0
- Accounts (total)9,067.0
Institutional Clients
- Government AUM—
- Pension AUM4,056,474.0
- Charitable AUM869,227.0
- HNW AUM1,767,185,153.0