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)9,035,509,268.0
- RAUM (discretionary)9,035,509,268.0
- Actionable assets1,994,311,268.0
- Accounts (total)68,978.0
Institutional Clients
- Government AUM—
- Pension AUM899,953,584.0
- Charitable AUM7,658,997.0
- HNW AUM1,065,173,464.0