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)14,186,740,344.0
- RAUM (discretionary)14,186,740,344.0
- Actionable assets11,805,019,481.0
- Accounts (total)8,097.0
Institutional Clients
- Government AUM606,195,675.0
- Pension AUM1,470,914,648.0
- Charitable AUM943,450,480.0
- HNW AUM4,332,536,908.0