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)113,998,523,994.0
- RAUM (discretionary)110,081,494,631.0
- Actionable assets111,577,047,412.0
- Accounts (total)177.0
Institutional Clients
- Government AUM—
- Pension AUM3,814,064,775.0
- Charitable AUM—
- HNW AUM—