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)233,246,497,310.0
- RAUM (discretionary)232,939,696,324.0
- Actionable assets232,831,578,788.0
- Accounts (total)555.0
Institutional Clients
- Government AUM6,688,863,535.0
- Pension AUM38,814,858,188.0
- Charitable AUM724,344,749.0
- HNW AUM0.0