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)3,409,535,678.0
- RAUM (discretionary)3,053,562,255.0
- Actionable assets2,619,012,276.0
- Accounts (total)6,789.0
Institutional Clients
- Government AUM—
- Pension AUM118,087,112.0
- Charitable AUM—
- HNW AUM1,514,918,614.0