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)6,648,306,479.0
- RAUM (discretionary)6,599,447,152.0
- Actionable assets3,350,885,639.0
- Accounts (total)28,545.0
Institutional Clients
- Government AUM—
- Pension AUM7,655,160.0
- Charitable AUM44,750,016.0
- HNW AUM3,266,722,695.0