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)66,447,858,097.0
- RAUM (discretionary)62,238,397,181.0
- Actionable assets66,214,273,648.0
- Accounts (total)1,060.0
Institutional Clients
- Government AUM4,767,464,198.0
- Pension AUM6,094,640,902.0
- Charitable AUM2,209,106,859.0
- HNW AUM138,550,342.0