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)6,945,737,689.0
- RAUM (discretionary)6,731,930,647.0
- Actionable assets5,022,530,751.0
- Accounts (total)19,997.0
Institutional Clients
- Government AUM126,040.0
- Pension AUM487,112,756.0
- Charitable AUM10,450,608.0
- HNW AUM4,522,945,082.0