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)1,083,051,008,644.0
- RAUM (discretionary)237,287,260,432.0
- Actionable assets1,076,939,208,388.0
- Accounts (total)127,387.0
Institutional Clients
- Government AUM32,400,340,647.0
- Pension AUM949,591,398,090.0
- Charitable AUM21,891,826,896.0
- HNW AUM68,212,095,626.0