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)344,868,106,925.0
- RAUM (discretionary)148,413,041,190.0
- Actionable assets236,014,558,997.0
- Accounts (total)1,030,208.0
Institutional Clients
- Government AUM79,801,567.0
- Pension AUM26,760,030,217.0
- Charitable AUM339,260,865.0
- HNW AUM194,458,597,305.0