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)117,297,475,194.0
- RAUM (discretionary)115,400,073,703.0
- Actionable assets95,469,441,343.0
- Accounts (total)316.0
Institutional Clients
- Government AUM32,146,278,401.0
- Pension AUM5,388,676,936.0
- Charitable AUM4,188,973,383.0
- HNW AUM0.0