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)56,284,395,644.0
- RAUM (discretionary)24,345,157,752.0
- Actionable assets53,496,968,311.0
- Accounts (total)25,897.0
Institutional Clients
- Government AUM388,666,622.0
- Pension AUM45,911,398,358.0
- Charitable AUM2,816,383,723.0
- HNW AUM3,738,325,165.0