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)94,632,028,506.0
- RAUM (discretionary)86,787,278,374.0
- Actionable assets52,833,490,579.0
- Accounts (total)186,400.0
Institutional Clients
- Government AUM—
- Pension AUM4,189,364,783.0
- Charitable AUM1,530,999,604.0
- HNW AUM46,166,829,232.0