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)20,715,751,858.0
- RAUM (discretionary)16,993,941,806.0
- Actionable assets20,708,566,552.0
- Accounts (total)3,859.0
Institutional Clients
- Government AUM3,266,345,813.0
- Pension AUM16,898,432,202.0
- Charitable AUM0.0
- HNW AUM11,367,267.0