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)174,927,599,293.0
- RAUM (discretionary)168,110,851,016.0
- Actionable assets170,066,255,996.0
- Accounts (total)1,907.0
Institutional Clients
- Government AUM137,939,623,539.0
- Pension AUM31,816,187,186.0
- Charitable AUM—
- HNW AUM137,749,396.0