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)9,127,646,064.0
- RAUM (discretionary)9,127,646,064.0
- Actionable assets1,975,080,489.0
- Accounts (total)43,067.0
Institutional Clients
- Government AUM—
- Pension AUM138,757,058.0
- Charitable AUM8,047,995.0
- HNW AUM1,757,272,719.0