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)57,658,151,186.0
- RAUM (discretionary)50,658,372,102.0
- Actionable assets29,448,534,435.0
- Accounts (total)203,878.0
Institutional Clients
- Government AUM52,396,437.0
- Pension AUM2,048,382,926.0
- Charitable AUM31,288,950.0
- HNW AUM17,611,378,961.0