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)9,301,984,860.0
- RAUM (discretionary)9,205,611,801.0
- Actionable assets8,731,614,774.0
- Accounts (total)12,836.0
Institutional Clients
- Government AUM—
- Pension AUM78,262,495.0
- Charitable AUM41,283,675.0
- HNW AUM8,110,371,625.0