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)2,064,742,622,313.0
- RAUM (discretionary)1,997,812,504,087.0
- Actionable assets2,013,540,862,962.0
- Accounts (total)220,874.0
Institutional Clients
- Government AUM2,858,780,112.0
- Pension AUM217,912,642,169.0
- Charitable AUM14,847,315,625.0
- HNW AUM277,779,994,615.0