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)38,338,581,704.0
- RAUM (discretionary)34,691,508,068.0
- Actionable assets38,338,581,704.0
- Accounts (total)11,233.0
Institutional Clients
- Government AUM—
- Pension AUM127,434,992.0
- Charitable AUM5,645,836,984.0
- HNW AUM27,874,874,947.0