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)6,752,273,410.0
- RAUM (discretionary)6,642,331,605.0
- Actionable assets6,625,508,456.0
- Accounts (total)5,127.0
Institutional Clients
- Government AUM—
- Pension AUM90,983,892.0
- Charitable AUM76,973,953.0
- HNW AUM2,663,631,960.0