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)4,930,082,357.0
- RAUM (discretionary)4,930,082,357.0
- Actionable assets4,640,229,748.0
- Accounts (total)4,020.0
Institutional Clients
- Government AUM—
- Pension AUM341,534,102.0
- Charitable AUM359,978,283.0
- HNW AUM3,662,930,138.0