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)8,352,553,865.0
- RAUM (discretionary)8,352,553,865.0
- Actionable assets7,971,229,891.0
- Accounts (total)4,499.0
Institutional Clients
- Government AUM—
- Pension AUM2,683,041,381.0
- Charitable AUM168,849,553.0
- HNW AUM5,014,419,836.0