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)9,811,417,970.0
- RAUM (discretionary)6,203,689,579.0
- Actionable assets6,316,791,220.0
- Accounts (total)23,433.0
Institutional Clients
- Government AUM—
- Pension AUM857,710,828.0
- Charitable AUM121,837,494.0
- HNW AUM5,030,505,582.0