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)514,333,055,424.0
- RAUM (discretionary)507,370,849,993.0
- Actionable assets513,127,904,689.0
- Accounts (total)1,845.0
Institutional Clients
- Government AUM71,422,682,806.0
- Pension AUM8,155,836,237.0
- Charitable AUM—
- HNW AUM—