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)36,454,729,839.0
- RAUM (discretionary)23,319,093,284.0
- Actionable assets36,454,729,839.0
- Accounts (total)1,234.0
Institutional Clients
- Government AUM861,518,127.0
- Pension AUM2,680,580,736.0
- Charitable AUM1,261,877,760.0
- HNW AUM26,527,038,654.0