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)5,732,847,257.0
- RAUM (discretionary)4,906,404,185.0
- Actionable assets2,544,661,796.0
- Accounts (total)14,455.0
Institutional Clients
- Government AUM—
- Pension AUM33,512,793.0
- Charitable AUM13,919,247.0
- HNW AUM2,441,214,722.0