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)4,982,543,115.0
- RAUM (discretionary)4,982,543,115.0
- Actionable assets4,805,326,537.0
- Accounts (total)2,019.0
Institutional Clients
- Government AUM—
- Pension AUM125,008,795.0
- Charitable AUM1,325,463,505.0
- HNW AUM3,046,858,269.0