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)20,812,400,000.0
- RAUM (discretionary)19,962,000,000.0
- Actionable assets19,342,500,000.0
- Accounts (total)4,775.0
Institutional Clients
- Government AUM3,166,100,000.0
- Pension AUM1,461,800,000.0
- Charitable AUM178,900,000.0
- HNW AUM645,100,000.0