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)18,726,645,517.0
- RAUM (discretionary)1,348,622,393.0
- Actionable assets14,860,659,215.0
- Accounts (total)23,777.0
Institutional Clients
- Government AUM—
- Pension AUM163,170,314.0
- Charitable AUM43,056,907.0
- HNW AUM14,159,363,185.0