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)359,147,435,843.0
- RAUM (discretionary)340,303,967,219.0
- Actionable assets356,944,432,302.0
- Accounts (total)589.0
Institutional Clients
- Government AUM—
- Pension AUM2,390,995,979.0
- Charitable AUM—
- HNW AUM—