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)2,633,357,444.0
- RAUM (discretionary)2,435,417,403.0
- Actionable assets1,180,081,319.0
- Accounts (total)8,537.0
Institutional Clients
- Government AUM—
- Pension AUM325,121,974.0
- Charitable AUM782,100.0
- HNW AUM842,182,257.0