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)17,421,331,159.0
- RAUM (discretionary)17,421,331,159.0
- Actionable assets17,421,331,159.0
- Accounts (total)8.0
Institutional Clients
- Government AUM14,809,535,805.0
- Pension AUM550,000,000.0
- Charitable AUM1,157,406,363.0
- HNW AUM0.0