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)217,399,324,981.0
- RAUM (discretionary)214,615,513,984.0
- Actionable assets199,921,053,736.0
- Accounts (total)269,686.0
Institutional Clients
- Government AUM2,101,545,787.0
- Pension AUM71,421,339,569.0
- Charitable AUM2,604,803,178.0
- HNW AUM118,274,405,765.0