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)24,485,105,565.0
- RAUM (discretionary)24,485,105,565.0
- Actionable assets24,454,393,224.0
- Accounts (total)69.0
Institutional Clients
- Government AUM1,365,343,709.0
- Pension AUM8,353,904,749.0
- Charitable AUM262,320,540.0
- HNW AUM0.0