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)33,599,291,317.0
- RAUM (discretionary)31,797,063,571.0
- Actionable assets33,091,842,626.0
- Accounts (total)131.0
Institutional Clients
- Government AUM209,828,238.0
- Pension AUM7,791,119,920.0
- Charitable AUM257,118,074.0
- HNW AUM—