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)67,005,197,231.0
- RAUM (discretionary)59,317,950,439.0
- Actionable assets48,471,956,917.0
- Accounts (total)130,105.0
Institutional Clients
- Government AUM6,142,223.0
- Pension AUM10,957,229,604.0
- Charitable AUM7,656,299,225.0
- HNW AUM26,795,055,880.0