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)5,345,412,024.0
- RAUM (discretionary)1,368,673,612.0
- Actionable assets4,699,438,877.0
- Accounts (total)33,513.0
Institutional Clients
- Government AUM—
- Pension AUM33,306,675.0
- Charitable AUM107,657,181.0
- HNW AUM634,170,582.0