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)8,331,600,262.0
- RAUM (discretionary)7,641,217,144.0
- Actionable assets8,038,911,757.0
- Accounts (total)10,558.0
Institutional Clients
- Government AUM—
- Pension AUM14,074,653.0
- Charitable AUM41,119,780.0
- HNW AUM7,652,879,687.0