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)238,552,018,915.0
- RAUM (discretionary)37,297,251,026.0
- Actionable assets237,460,190,123.0
- Accounts (total)13,295.0
Institutional Clients
- Government AUM8,742,159,775.0
- Pension AUM226,061,966,361.0
- Charitable AUM590,843.0
- HNW AUM2,514,611,762.0