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)618,922,975,737.0
- RAUM (discretionary)618,298,600,507.0
- Actionable assets430,130,131,159.0
- Accounts (total)2,369,378.0
Institutional Clients
- Government AUM9,377,013.0
- Pension AUM12,776,497,036.0
- Charitable AUM5,401,386,664.0
- HNW AUM401,595,060,280.0