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)15,612,784,011.0
- RAUM (discretionary)11,841,493,552.0
- Actionable assets9,560,715,842.0
- Accounts (total)21,683.0
Institutional Clients
- Government AUM258,718,928.0
- Pension AUM230,362,478.0
- Charitable AUM16,243,419.0
- HNW AUM8,356,130,457.0