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)29,667,620,652.0
- RAUM (discretionary)28,868,554,226.0
- Actionable assets29,667,620,652.0
- Accounts (total)88.0
Institutional Clients
- Government AUM—
- Pension AUM15,759,492,024.0
- Charitable AUM11,334,683,682.0
- HNW AUM381,840,591.0