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)73,353,169,361.0
- RAUM (discretionary)66,474,767,045.0
- Actionable assets73,353,167,127.0
- Accounts (total)41.0
Institutional Clients
- Government AUM8,555,177,732.0
- Pension AUM1,681,692,382.0
- Charitable AUM83,550,921.0
- HNW AUM—