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)4,346,509,887.0
- RAUM (discretionary)1,142,678,230.0
- Actionable assets2,397,369,185.0
- Accounts (total)11,941.0
Institutional Clients
- Government AUM—
- Pension AUM301,216,530.0
- Charitable AUM753,767.0
- HNW AUM2,033,053,621.0