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)50,989,726,048.0
- RAUM (discretionary)50,989,726,048.0
- Actionable assets44,214,028,740.0
- Accounts (total)18,559.0
Institutional Clients
- Government AUM73,845,965.0
- Pension AUM9,061,691.0
- Charitable AUM8,256,484,689.0
- HNW AUM27,557,092,435.0