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)20,565,989,191.0
- RAUM (discretionary)13,652,683,300.0
- Actionable assets20,561,016,765.0
- Accounts (total)188.0
Institutional Clients
- Government AUM133,761,870.0
- Pension AUM28,274,981.0
- Charitable AUM16,303,878,378.0
- HNW AUM344,315,046.0