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)100,444,137,501.0
- RAUM (discretionary)62,621,087,885.0
- Actionable assets100,348,029,790.0
- Accounts (total)26,320.0
Institutional Clients
- Government AUM—
- Pension AUM973,180,740.0
- Charitable AUM6,568,043,352.0
- HNW AUM79,868,740,647.0