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)259,916,966,911.0
- RAUM (discretionary)259,866,848,356.0
- Actionable assets239,233,755,905.0
- Accounts (total)71,370.0
Institutional Clients
- Government AUM1,544,303,143.0
- Pension AUM5,960,167,400.0
- Charitable AUM714,080,884.0
- HNW AUM32,227,853,361.0