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)6,335,261,507.0
- RAUM (discretionary)6,327,928,002.0
- Actionable assets4,852,481,828.0
- Accounts (total)9,786.0
Institutional Clients
- Government AUM—
- Pension AUM259,078,569.0
- Charitable AUM43,347,478.0
- HNW AUM4,486,740,121.0