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)6,015,135,638.0
- RAUM (discretionary)5,688,073,232.0
- Actionable assets4,037,393,282.0
- Accounts (total)19,986.0
Institutional Clients
- Government AUM—
- Pension AUM460,523,516.0
- Charitable AUM29,185,211.0
- HNW AUM3,469,305,718.0