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)43,833,669,241.0
- RAUM (discretionary)43,833,669,241.0
- Actionable assets37,600,762,788.0
- Accounts (total)5,904.0
Institutional Clients
- Government AUM2,422,240,134.0
- Pension AUM4,504,984,474.0
- Charitable AUM1,171,848,600.0
- HNW AUM0.0