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)7,161,171,861.0
- RAUM (discretionary)5,826,920,988.0
- Actionable assets7,104,257,035.0
- Accounts (total)2,215.0
Institutional Clients
- Government AUM—
- Pension AUM2,978,913.0
- Charitable AUM366,609,938.0
- HNW AUM6,734,668,184.0