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)23,509,946,934.0
- RAUM (discretionary)13,379,839,834.0
- Actionable assets23,509,946,934.0
- Accounts (total)219.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,761,441,153.0
- HNW AUM6,571,609,309.0