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)80,991,295,731.0
- RAUM (discretionary)80,991,295,731.0
- Actionable assets80,424,757,845.0
- Accounts (total)169.0
Institutional Clients
- Government AUM6,518,310,207.0
- Pension AUM1,879,751,525.0
- Charitable AUM936,698,536.0
- HNW AUM20,271,613.0