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)7,523,810,877.0
- RAUM (discretionary)7,112,954,570.0
- Actionable assets2,402,483,586.0
- Accounts (total)24,245.0
Institutional Clients
- Government AUM—
- Pension AUM410,856,307.0
- Charitable AUM—
- HNW AUM1,991,627,279.0