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)118,031,461,765.0
- RAUM (discretionary)28,978,502,832.0
- Actionable assets117,488,156,795.0
- Accounts (total)9,394.0
Institutional Clients
- Government AUM—
- Pension AUM116,023,486,458.0
- Charitable AUM—
- HNW AUM1,464,670,337.0