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)14,993,174,975.0
- RAUM (discretionary)14,355,343,881.0
- Actionable assets14,993,174,161.0
- Accounts (total)62.0
Institutional Clients
- Government AUM7,075,033,084.0
- Pension AUM186,396,997.0
- Charitable AUM—
- HNW AUM—