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)6,000,223,304.0
- RAUM (discretionary)3,159,145,762.0
- Actionable assets5,766,797,601.0
- Accounts (total)3,326.0
Institutional Clients
- Government AUM—
- Pension AUM942,168,119.0
- Charitable AUM2,411,820,089.0
- HNW AUM2,216,039,217.0