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)244,448,691,507.0
- RAUM (discretionary)244,434,412,089.0
- Actionable assets242,874,035,871.0
- Accounts (total)1,502.0
Institutional Clients
- Government AUM896,861,650.0
- Pension AUM458,749,637.0
- Charitable AUM0.0
- HNW AUM0.0