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)1,934,233,243,730.0
- RAUM (discretionary)1,934,154,970,797.0
- Actionable assets1,931,587,197,170.0
- Accounts (total)5,924.0
Institutional Clients
- Government AUM50,140,754,639.0
- Pension AUM62,826,548,606.0
- Charitable AUM2,085,991,421.0
- HNW AUM4,703,182,969.0