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)4,828,907,475.0
- RAUM (discretionary)4,828,907,475.0
- Actionable assets1,943,984,741.0
- Accounts (total)29,437.0
Institutional Clients
- Government AUM—
- Pension AUM25,010,089.0
- Charitable AUM3,925,818.0
- HNW AUM1,725,117,396.0