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)38,736,618,699.0
- RAUM (discretionary)38,736,618,699.0
- Actionable assets35,869,979,471.0
- Accounts (total)2,024.0
Institutional Clients
- Government AUM2,631,096,600.0
- Pension AUM4,011,794,494.0
- Charitable AUM105,021,248.0
- HNW AUM318,426,358.0