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)12,910,404,000.0
- RAUM (discretionary)12,910,404,000.0
- Actionable assets12,751,636,000.0
- Accounts (total)342.0
Institutional Clients
- Government AUM949,870,000.0
- Pension AUM10,336,872,000.0
- Charitable AUM727,991,000.0
- HNW AUM—