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)4,585,500,174.0
- RAUM (discretionary)4,334,048,773.0
- Actionable assets2,742,389,315.0
- Accounts (total)12,619.0
Institutional Clients
- Government AUM—
- Pension AUM19,053,355.0
- Charitable AUM23,258,020.0
- HNW AUM2,482,904,968.0