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)20,155,130,577.0
- RAUM (discretionary)9,294,467.0
- Actionable assets20,155,130,577.0
- Accounts (total)34.0
Institutional Clients
- Government AUM—
- Pension AUM8,160,887,113.0
- Charitable AUM11,312,754,413.0
- HNW AUM—