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)9,356,108,349.0
- RAUM (discretionary)9,356,108,349.0
- Actionable assets9,356,108,349.0
- Accounts (total)1,271.0
Institutional Clients
- Government AUM—
- Pension AUM1,521,927,098.0
- Charitable AUM734,695,261.0
- HNW AUM3,509,737,982.0