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)1,114,770,223,733.0
- RAUM (discretionary)1,114,770,223,733.0
- Actionable assets1,106,623,214,037.0
- Accounts (total)41,475.0
Institutional Clients
- Government AUM—
- Pension AUM96,110,649,515.0
- Charitable AUM33,306,846,834.0
- HNW AUM71,451,112,068.0