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)8,060,225,434.0
- RAUM (discretionary)8,049,306,791.0
- Actionable assets7,321,822,342.0
- Accounts (total)10,402.0
Institutional Clients
- Government AUM—
- Pension AUM1,405,831,132.0
- Charitable AUM286,893,264.0
- HNW AUM5,388,920,273.0