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)23,959,697,127.0
- RAUM (discretionary)23,672,523,549.0
- Actionable assets6,370,288,569.0
- Accounts (total)122,578.0
Institutional Clients
- Government AUM857,946.0
- Pension AUM126,212,871.0
- Charitable AUM506,294,598.0
- HNW AUM5,218,710,634.0