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)4,815,400,000.0
- RAUM (discretionary)4,757,600,000.0
- Actionable assets3,100,100,000.0
- Accounts (total)1,094.0
Institutional Clients
- Government AUM524,700,000.0
- Pension AUM2,439,600,000.0
- Charitable AUM—
- HNW AUM81,000,000.0