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)12,182,945,000.0
- RAUM (discretionary)9,851,833,000.0
- Actionable assets12,182,945,000.0
- Accounts (total)7,846.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM382,708,000.0
- HNW AUM10,852,384,000.0