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)402,817,397,453.0
- RAUM (discretionary)402,089,294,241.0
- Actionable assets387,142,669,092.0
- Accounts (total)2,384.0
Institutional Clients
- Government AUM94,591,866,587.0
- Pension AUM8,982,846,890.0
- Charitable AUM1,636,900,312.0
- HNW AUM—