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)24,975,056,606.0
- RAUM (discretionary)24,858,946,457.0
- Actionable assets22,258,909,799.0
- Accounts (total)12,206.0
Institutional Clients
- Government AUM1,299,392,706.0
- Pension AUM6,662,476,595.0
- Charitable AUM3,690,941,670.0
- HNW AUM3,857,323,618.0