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)9,830,680,915.0
- RAUM (discretionary)8,888,287,794.0
- Actionable assets9,253,846,960.0
- Accounts (total)13,209.0
Institutional Clients
- Government AUM—
- Pension AUM54,246,815.0
- Charitable AUM260,587,831.0
- HNW AUM6,327,238,727.0