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)12,438,532,202.0
- RAUM (discretionary)10,806,202,823.0
- Actionable assets8,816,035,294.0
- Accounts (total)4,519.0
Institutional Clients
- Government AUM—
- Pension AUM601,294,461.0
- Charitable AUM369,306,382.0
- HNW AUM7,141,100,355.0