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)84,879,368,900.0
- RAUM (discretionary)84,879,368,900.0
- Actionable assets79,713,978,126.0
- Accounts (total)4,053.0
Institutional Clients
- Government AUM2,605,486,543.0
- Pension AUM2,450,777,041.0
- Charitable AUM2,063,918,433.0
- HNW AUM0.0