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)763,691,686,710.0
- RAUM (discretionary)763,691,686,710.0
- Actionable assets758,642,010,241.0
- Accounts (total)533.0
Institutional Clients
- Government AUM79,277,990,280.0
- Pension AUM50,152,340,245.0
- Charitable AUM4,538,424,397.0
- HNW AUM0.0