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)2,985,273,722,862.0
- RAUM (discretionary)2,960,869,493,765.0
- Actionable assets2,919,585,298,528.0
- Accounts (total)114,499.0
Institutional Clients
- Government AUM58,652,229,817.0
- Pension AUM167,503,729,337.0
- Charitable AUM18,895,601,236.0
- HNW AUM4,699,645,268.0