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)1,305,650,752,153.0
- RAUM (discretionary)1,216,611,228,698.0
- Actionable assets1,290,221,474,264.0
- Accounts (total)1,540.0
Institutional Clients
- Government AUM64,151,566,950.0
- Pension AUM67,751,844,459.0
- Charitable AUM11,563,253,887.0
- HNW AUM0.0