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)5,341,333,686.0
- RAUM (discretionary)5,319,603,646.0
- Actionable assets4,510,767,227.0
- Accounts (total)15,497.0
Institutional Clients
- Government AUM—
- Pension AUM266,610,201.0
- Charitable AUM28,137,552.0
- HNW AUM3,754,037,815.0