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)41,480,618,620.0
- RAUM (discretionary)26,087,875,231.0
- Actionable assets41,480,618,620.0
- Accounts (total)840.0
Institutional Clients
- Government AUM1,021,847,862.0
- Pension AUM2,258,624,118.0
- Charitable AUM18,884,113,765.0
- HNW AUM2,075,907,383.0