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)450,647,441,991.0
- RAUM (discretionary)450,647,441,991.0
- Actionable assets450,283,687,691.0
- Accounts (total)1,782.0
Institutional Clients
- Government AUM239,632,887,329.0
- Pension AUM55,734,448,092.0
- Charitable AUM1,992,190,316.0
- HNW AUM0.0