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)54,918,332,265.0
- RAUM (discretionary)30,625,668,582.0
- Actionable assets52,554,331,783.0
- Accounts (total)155.0
Institutional Clients
- Government AUM1,507,409,673.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—