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)15,532,934,000.0
- RAUM (discretionary)12,538,984,000.0
- Actionable assets15,282,034,000.0
- Accounts (total)11,731.0
Institutional Clients
- Government AUM—
- Pension AUM3,992,000.0
- Charitable AUM305,145,000.0
- HNW AUM14,216,435,000.0