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)92,947,196,172.0
- RAUM (discretionary)70,298,357,483.0
- Actionable assets92,947,196,172.0
- Accounts (total)115.0
Institutional Clients
- Government AUM45,891,493,571.0
- Pension AUM4,371,244,721.0
- Charitable AUM0.0
- HNW AUM0.0