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)27,695,485,582.0
- RAUM (discretionary)12,453,071,296.0
- Actionable assets26,665,352,443.0
- Accounts (total)12,365.0
Institutional Clients
- Government AUM—
- Pension AUM12,317,646,744.0
- Charitable AUM1,053,239,158.0
- HNW AUM10,511,128,889.0