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)18,026,663,804.0
- RAUM (discretionary)18,026,663,804.0
- Actionable assets18,016,063,388.0
- Accounts (total)68.0
Institutional Clients
- Government AUM4,054,743,131.0
- Pension AUM317,814,943.0
- Charitable AUM23,138,921.0
- HNW AUM—