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)11,710,038,016.0
- RAUM (discretionary)10,911,594,995.0
- Actionable assets11,026,279,775.0
- Accounts (total)16,285.0
Institutional Clients
- Government AUM—
- Pension AUM1,883,012.0
- Charitable AUM2,843,184.0
- HNW AUM11,021,553,579.0