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)10,380,538,213.0
- RAUM (discretionary)10,050,646,798.0
- Actionable assets10,074,338,518.0
- Accounts (total)2,870.0
Institutional Clients
- Government AUM—
- Pension AUM33,484,151.0
- Charitable AUM2,861,512,619.0
- HNW AUM4,945,056,068.0