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)1,511,090,925,436.0
- RAUM (discretionary)388,431,319,545.0
- Actionable assets1,215,877,555,234.0
- Accounts (total)3,085,811.0
Institutional Clients
- Government AUM0.0
- Pension AUM53,277,275,856.0
- Charitable AUM35,832,243,075.0
- HNW AUM1,012,557,565,678.0