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)209,735,339,476.0
- RAUM (discretionary)203,269,761,254.0
- Actionable assets108,927,857,913.0
- Accounts (total)671,650.0
Institutional Clients
- Government AUM2,849,402,802.0
- Pension AUM1,889,239,695.0
- Charitable AUM1,220,216,325.0
- HNW AUM98,900,875,715.0