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)4,730,738,518,487.0
- RAUM (discretionary)4,730,738,518,487.0
- Actionable assets4,726,906,129,991.0
- Accounts (total)36,290.0
Institutional Clients
- Government AUM46,858,300,561.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM21,826,472,264.0