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)162,550,099,144.0
- RAUM (discretionary)157,856,616,622.0
- Actionable assets161,797,285,033.0
- Accounts (total)307.0
Institutional Clients
- Government AUM40,815,334,523.0
- Pension AUM24,188,978,800.0
- Charitable AUM1,553,540,599.0
- HNW AUM0.0