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)70,940,150,553.0
- RAUM (discretionary)69,684,115,275.0
- Actionable assets70,940,150,553.0
- Accounts (total)98.0
Institutional Clients
- Government AUM10,293,692,709.0
- Pension AUM1,487,235,388.0
- Charitable AUM—
- HNW AUM42,609,727.0