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)42,795,577,115.0
- RAUM (discretionary)35,114,726,152.0
- Actionable assets41,472,108,002.0
- Accounts (total)44,504.0
Institutional Clients
- Government AUM—
- Pension AUM4,494,767,972.0
- Charitable AUM624,241,216.0
- HNW AUM36,097,589,419.0