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)41,473,864,610.0
- RAUM (discretionary)31,953,151,626.0
- Actionable assets30,755,351,624.0
- Accounts (total)135.0
Institutional Clients
- Government AUM2,786,194,863.0
- Pension AUM2,456,512,914.0
- Charitable AUM—
- HNW AUM—