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)13,610,973,546.0
- RAUM (discretionary)4,782,339,693.0
- Actionable assets5,256,181,840.0
- Accounts (total)77,019.0
Institutional Clients
- Government AUM—
- Pension AUM299,729,614.0
- Charitable AUM26,212,005.0
- HNW AUM4,602,145,093.0