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)17,432,390,316.0
- RAUM (discretionary)17,368,743,080.0
- Actionable assets10,723,395,251.0
- Accounts (total)3,540.0
Institutional Clients
- Government AUM2,486,966,505.0
- Pension AUM3,757,869,713.0
- Charitable AUM1,223,237,098.0
- HNW AUM36,832,626.0