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)111,845,233,320.0
- RAUM (discretionary)111,845,233,320.0
- Actionable assets108,905,629,229.0
- Accounts (total)10,260.0
Institutional Clients
- Government AUM20,271,940,913.0
- Pension AUM17,403,423,150.0
- Charitable AUM1,518,074,939.0
- HNW AUM916,019,520.0