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)4,848,322,209.0
- RAUM (discretionary)4,843,572,960.0
- Actionable assets3,676,631,191.0
- Accounts (total)12,846.0
Institutional Clients
- Government AUM—
- Pension AUM684,349,772.0
- Charitable AUM13,351,840.0
- HNW AUM2,958,965,848.0