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)52,933,746,966.0
- RAUM (discretionary)52,933,746,966.0
- Actionable assets52,625,539,204.0
- Accounts (total)50,559.0
Institutional Clients
- Government AUM422,625,192.0
- Pension AUM836,276,526.0
- Charitable AUM0.0
- HNW AUM40,257,337,855.0