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)3,535,130,537.0
- RAUM (discretionary)2,960,405,976.0
- Actionable assets3,482,247,999.0
- Accounts (total)1,664.0
Institutional Clients
- Government AUM—
- Pension AUM899,169.0
- Charitable AUM93,167,492.0
- HNW AUM2,894,886,214.0