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)829,737,908,017.0
- RAUM (discretionary)829,737,908,017.0
- Actionable assets609,471,353,849.0
- Accounts (total)2,028,672.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,205,044,787.0
- Charitable AUM22,677,101,734.0
- HNW AUM526,497,797,046.0