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)20,194,305,839.0
- RAUM (discretionary)19,560,095,477.0
- Actionable assets20,194,305,839.0
- Accounts (total)147.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,608,276,123.0
- HNW AUM—