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)33,175,736,583.0
- RAUM (discretionary)32,894,229,904.0
- Actionable assets32,069,807,547.0
- Accounts (total)93.0
Institutional Clients
- Government AUM4,496,021,379.0
- Pension AUM1,674,122,767.0
- Charitable AUM187,889,965.0
- HNW AUM0.0