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)3,315,358,763,219.0
- RAUM (discretionary)3,315,358,763,219.0
- Actionable assets3,294,823,169,021.0
- Accounts (total)22,262.0
Institutional Clients
- Government AUM—
- Pension AUM34,084,328.0
- Charitable AUM1,804,190,334.0
- HNW AUM11,402,413,242.0