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)1,327,868,750,254.0
- RAUM (discretionary)1,325,494,708,077.0
- Actionable assets1,326,859,248,714.0
- Accounts (total)2,269.0
Institutional Clients
- Government AUM153,218,254,929.0
- Pension AUM150,427,009,063.0
- Charitable AUM20,933,943,704.0
- HNW AUM6,083,927,843.0