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)13,617,534,771.0
- RAUM (discretionary)10,066,599,359.0
- Actionable assets5,693,796,457.0
- Accounts (total)9,076.0
Institutional Clients
- Government AUM216,954.0
- Pension AUM3,432,668,181.0
- Charitable AUM139,200,330.0
- HNW AUM1,983,964,453.0