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)7,554,762,347.0
- RAUM (discretionary)6,172,205,661.0
- Actionable assets6,242,372,433.0
- Accounts (total)9,968.0
Institutional Clients
- Government AUM—
- Pension AUM84,212,980.0
- Charitable AUM107,167,329.0
- HNW AUM5,876,309,676.0