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)5,908,554,664.0
- RAUM (discretionary)5,882,970,230.0
- Actionable assets5,775,379,317.0
- Accounts (total)1,434.0
Institutional Clients
- Government AUM—
- Pension AUM60,211,783.0
- Charitable AUM286,423,340.0
- HNW AUM4,723,840,878.0