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)79,682,796,997.0
- RAUM (discretionary)79,544,640,226.0
- Actionable assets79,682,796,997.0
- Accounts (total)152.0
Institutional Clients
- Government AUM48,221,209,260.0
- Pension AUM21,839,123,532.0
- Charitable AUM8,322,438,714.0
- HNW AUM0.0