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)12,615,105,475.0
- RAUM (discretionary)12,615,105,475.0
- Actionable assets3,668,574,905.0
- Accounts (total)5,920.0
Institutional Clients
- Government AUM677,870,848.0
- Pension AUM0.0
- Charitable AUM1,663,466,465.0
- HNW AUM260,079,729.0