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)90,021,969,258.0
- RAUM (discretionary)53,121,857,456.0
- Actionable assets7,259,320,244.0
- Accounts (total)392,820.0
Institutional Clients
- Government AUM3,751,419.0
- Pension AUM1,218,286,629.0
- Charitable AUM255,133,932.0
- HNW AUM4,250,141,728.0