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)75,291,773,328.0
- RAUM (discretionary)44,341,993,772.0
- Actionable assets75,291,773,328.0
- Accounts (total)151.0
Institutional Clients
- Government AUM780,730,289.0
- Pension AUM18,914,594,538.0
- Charitable AUM12,023,970,499.0
- HNW AUM—