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)68,645,419,782.0
- RAUM (discretionary)67,475,983,146.0
- Actionable assets61,907,219,067.0
- Accounts (total)125.0
Institutional Clients
- Government AUM2,947,962,813.0
- Pension AUM7,159,338,259.0
- Charitable AUM7,159,338,260.0
- HNW AUM0.0