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)2,990,162,012,917.0
- RAUM (discretionary)2,989,492,310,491.0
- Actionable assets2,877,837,334,545.0
- Accounts (total)2,793.0
Institutional Clients
- Government AUM80,357,847,130.0
- Pension AUM194,420,633,553.0
- Charitable AUM25,679,858,641.0
- HNW AUM19,201,415,270.0