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)2,010,788,436.0
- RAUM (discretionary)2,010,788,436.0
- Actionable assets1,938,885,126.0
- Accounts (total)1,569.0
Institutional Clients
- Government AUM—
- Pension AUM68,010,451.0
- Charitable AUM23,478,314.0
- HNW AUM1,045,445,080.0