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)1,650,015,946,338.0
- RAUM (discretionary)1,196,390,672,410.0
- Actionable assets569,106,899,121.0
- Accounts (total)2,539,760.0
Institutional Clients
- Government AUM6,128,704,273.0
- Pension AUM56,193,629,883.0
- Charitable AUM74,184,246,658.0
- HNW AUM418,608,538,568.0