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)21,267,060,906.0
- RAUM (discretionary)21,267,056,129.0
- Actionable assets18,756,723,909.0
- Accounts (total)2,991.0
Institutional Clients
- Government AUM1,612,327,802.0
- Pension AUM4,130,659,612.0
- Charitable AUM1,487,284,730.0
- HNW AUM1,342,037,501.0