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)4,946,760,100.0
- RAUM (discretionary)1,009,562,352.0
- Actionable assets4,816,859,533.0
- Accounts (total)2,231.0
Institutional Clients
- Government AUM—
- Pension AUM4,462,704,946.0
- Charitable AUM—
- HNW AUM354,154,587.0