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)30,554,307,219.0
- RAUM (discretionary)30,554,307,219.0
- Actionable assets19,953,846,178.0
- Accounts (total)33,985.0
Institutional Clients
- Government AUM—
- Pension AUM387,395,476.0
- Charitable AUM314,534,579.0
- HNW AUM10,318,203,124.0