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)20,361,116,385.0
- RAUM (discretionary)20,361,116,385.0
- Actionable assets20,361,116,385.0
- Accounts (total)54.0
Institutional Clients
- Government AUM—
- Pension AUM4,170,208,125.0
- Charitable AUM97,679,217.0
- HNW AUM—