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)23,635,841,356.0
- RAUM (discretionary)10,202,116,696.0
- Actionable assets23,561,319,680.0
- Accounts (total)19,295.0
Institutional Clients
- Government AUM—
- Pension AUM59,773,998.0
- Charitable AUM807,569,782.0
- HNW AUM15,737,860,821.0