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)180,614,282,519.0
- RAUM (discretionary)12,507,982,705.0
- Actionable assets169,649,552,320.0
- Accounts (total)5,754.0
Institutional Clients
- Government AUM3,230,412,951.0
- Pension AUM161,424,159,702.0
- Charitable AUM—
- HNW AUM221,626,234.0