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)12,913,949,641.0
- RAUM (discretionary)12,836,931,707.0
- Actionable assets12,913,949,641.0
- Accounts (total)3,385.0
Institutional Clients
- Government AUM—
- Pension AUM11,006,407.0
- Charitable AUM463,929,640.0
- HNW AUM12,202,566,509.0