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)36,175,333,459.0
- RAUM (discretionary)32,871,009,986.0
- Actionable assets23,226,925,173.0
- Accounts (total)86,818.0
Institutional Clients
- Government AUM356,599,133.0
- Pension AUM520,456,342.0
- Charitable AUM1,546,763,722.0
- HNW AUM19,417,817,946.0