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)41,582,938,832.0
- RAUM (discretionary)33,990,769,058.0
- Actionable assets36,808,202,991.0
- Accounts (total)1,049.0
Institutional Clients
- Government AUM35,135,212,155.0
- Pension AUM13,045,660.0
- Charitable AUM118,659,406.0
- HNW AUM88,792,066.0