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)47,609,881,149.0
- RAUM (discretionary)367,832,704.0
- Actionable assets47,443,600,209.0
- Accounts (total)69.0
Institutional Clients
- Government AUM417,680,077.0
- Pension AUM47,025,920,132.0
- Charitable AUM—
- HNW AUM—