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)14,146,591,395.0
- RAUM (discretionary)13,992,265,735.0
- Actionable assets5,167,315,487.0
- Accounts (total)32,200.0
Institutional Clients
- Government AUM—
- Pension AUM365,735,253.0
- Charitable AUM9,742,966.0
- HNW AUM4,591,835,514.0