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)6,466,230,295.0
- RAUM (discretionary)5,989,659,959.0
- Actionable assets6,350,319,399.0
- Accounts (total)2,435.0
Institutional Clients
- Government AUM—
- Pension AUM1,972,088,481.0
- Charitable AUM750,484,057.0
- HNW AUM3,459,011,962.0