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)8,714,418,958.0
- RAUM (discretionary)7,526,750,660.0
- Actionable assets4,374,695,700.0
- Accounts (total)15,456.0
Institutional Clients
- Government AUM—
- Pension AUM934,554,303.0
- Charitable AUM269,042,349.0
- HNW AUM2,699,684,751.0