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)33,592,166,292.0
- RAUM (discretionary)33,592,166,292.0
- Actionable assets28,851,434,291.0
- Accounts (total)103,728.0
Institutional Clients
- Government AUM685,920,145.0
- Pension AUM26,724,610,638.0
- Charitable AUM1,440,903,508.0
- HNW AUM—