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)42,583,948,002.0
- RAUM (discretionary)42,583,948,002.0
- Actionable assets42,583,948,002.0
- Accounts (total)106.0
Institutional Clients
- Government AUM1,520,946,579.0
- Pension AUM3,133,875,734.0
- Charitable AUM37,688,737.0
- HNW AUM0.0