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)15,176,000,000.0
- RAUM (discretionary)15,176,000,000.0
- Actionable assets10,679,830,000.0
- Accounts (total)50,867.0
Institutional Clients
- Government AUM—
- Pension AUM199,080,000.0
- Charitable AUM82,780,000.0
- HNW AUM10,142,160,000.0