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)37,252,230,000.0
- RAUM (discretionary)34,431,412,000.0
- Actionable assets37,252,230,000.0
- Accounts (total)363.0
Institutional Clients
- Government AUM—
- Pension AUM6,156,082,000.0
- Charitable AUM—
- HNW AUM—