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)102,413,096,032.0
- RAUM (discretionary)94,759,475,156.0
- Actionable assets51,732,208,403.0
- Accounts (total)438,414.0
Institutional Clients
- Government AUM2,353,083,160.0
- Pension AUM716,911,576.0
- Charitable AUM10,611,759.0
- HNW AUM48,651,601,908.0