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)12,128,656,187.0
- RAUM (discretionary)11,556,439,669.0
- Actionable assets10,664,395,274.0
- Accounts (total)30,268.0
Institutional Clients
- Government AUM—
- Pension AUM572,774,216.0
- Charitable AUM1,006,105.0
- HNW AUM10,051,004,475.0