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)38,257,299,156.0
- RAUM (discretionary)38,201,110,621.0
- Actionable assets33,743,266,976.0
- Accounts (total)8,075.0
Institutional Clients
- Government AUM12,933,061,481.0
- Pension AUM3,915,571,753.0
- Charitable AUM1,374,242,466.0
- HNW AUM134,577,511.0