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)8,129,599,283.0
- RAUM (discretionary)7,644,597,356.0
- Actionable assets6,407,088,848.0
- Accounts (total)4,190.0
Institutional Clients
- Government AUM—
- Pension AUM267,789,935.0
- Charitable AUM637,873,753.0
- HNW AUM4,452,769,566.0