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)35,763,511,340.0
- RAUM (discretionary)35,763,511,340.0
- Actionable assets26,614,093,398.0
- Accounts (total)71,669.0
Institutional Clients
- Government AUM21,042,851.0
- Pension AUM0.0
- Charitable AUM210,632,680.0
- HNW AUM14,783,793,805.0