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)6,262,663,508.0
- RAUM (discretionary)5,896,292,113.0
- Actionable assets3,181,635,867.0
- Accounts (total)26,057.0
Institutional Clients
- Government AUM—
- Pension AUM45,108,508.0
- Charitable AUM1,979,985.0
- HNW AUM3,074,528,329.0