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)35,943,138,129.0
- RAUM (discretionary)35,943,138,129.0
- Actionable assets34,620,020,749.0
- Accounts (total)50.0
Institutional Clients
- Government AUM79,910,018.0
- Pension AUM1,481,878,850.0
- Charitable AUM1,135,628,450.0
- HNW AUM—