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)19,969,672,691.0
- RAUM (discretionary)14,920,433,679.0
- Actionable assets6,851,310,923.0
- Accounts (total)44,391.0
Institutional Clients
- Government AUM6,077,889.0
- Pension AUM416,178,497.0
- Charitable AUM672,096,373.0
- HNW AUM3,985,625,254.0