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)709,162,000,000.0
- RAUM (discretionary)692,447,000,000.0
- Actionable assets709,162,000,000.0
- Accounts (total)68,593.0
Institutional Clients
- Government AUM50,014,000,000.0
- Pension AUM15,004,000,000.0
- Charitable AUM5,596,000,000.0
- HNW AUM63,673,000,000.0