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)2,526,799,821.0
- RAUM (discretionary)2,509,587,411.0
- Actionable assets1,656,030,731.0
- Accounts (total)12,760.0
Institutional Clients
- Government AUM—
- Pension AUM242,215,443.0
- Charitable AUM—
- HNW AUM1,405,765,447.0