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)32,418,994,154.0
- RAUM (discretionary)12,439,025,049.0
- Actionable assets7,598,370,008.0
- Accounts (total)37,605.0
Institutional Clients
- Government AUM4,483,118.0
- Pension AUM509,698,178.0
- Charitable AUM382,926,279.0
- HNW AUM5,152,923,402.0