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)1,067,664,605,590.0
- RAUM (discretionary)1,027,285,106,259.0
- Actionable assets936,945,066,190.0
- Accounts (total)2,486,631.0
Institutional Clients
- Government AUM6,267,008,337.0
- Pension AUM129,694,224,900.0
- Charitable AUM40,939,503,610.0
- HNW AUM308,028,862,186.0