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)6,459,181,176.0
- RAUM (discretionary)6,055,680,504.0
- Actionable assets5,515,253,116.0
- Accounts (total)11,801.0
Institutional Clients
- Government AUM—
- Pension AUM256,618,915.0
- Charitable AUM77,264,694.0
- HNW AUM5,155,848,352.0