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)93,783,781,680.0
- RAUM (discretionary)93,752,838,194.0
- Actionable assets93,783,781,680.0
- Accounts (total)2,354.0
Institutional Clients
- Government AUM8,328,432,514.0
- Pension AUM4,392,187,019.0
- Charitable AUM1,731,798,727.0
- HNW AUM6,821,895,869.0