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)9,840,059,863.0
- RAUM (discretionary)9,532,375,644.0
- Actionable assets9,840,059,863.0
- Accounts (total)2,098.0
Institutional Clients
- Government AUM—
- Pension AUM93,244,531.0
- Charitable AUM30,311,456.0
- HNW AUM2,710,666,866.0