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)59,353,683,024.0
- RAUM (discretionary)59,353,683,024.0
- Actionable assets51,393,874,665.0
- Accounts (total)60.0
Institutional Clients
- Government AUM—
- Pension AUM51,376,606,546.0
- Charitable AUM17,268,119.0
- HNW AUM—