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)9,046,009,650.0
- RAUM (discretionary)9,046,009,650.0
- Actionable assets7,708,859,685.0
- Accounts (total)1,419.0
Institutional Clients
- Government AUM—
- Pension AUM238,874,411.0
- Charitable AUM855,954,886.0
- HNW AUM3,922,879,797.0