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)4,251,037,312.0
- RAUM (discretionary)3,975,775,167.0
- Actionable assets2,624,313,672.0
- Accounts (total)1,431.0
Institutional Clients
- Government AUM—
- Pension AUM76,751,228.0
- Charitable AUM—
- HNW AUM246,231,972.0