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)9,732,148,499.0
- RAUM (discretionary)7,671,947,835.0
- Actionable assets4,609,947,694.0
- Accounts (total)33,099.0
Institutional Clients
- Government AUM—
- Pension AUM1,375,822,272.0
- Charitable AUM—
- HNW AUM3,234,125,422.0