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)16,869,209,075.0
- RAUM (discretionary)15,394,833,690.0
- Actionable assets16,869,209,075.0
- Accounts (total)155.0
Institutional Clients
- Government AUM—
- Pension AUM4,668,298,077.0
- Charitable AUM14,895,885.0
- HNW AUM—