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)33,564,819,451.0
- RAUM (discretionary)33,564,819,451.0
- Actionable assets33,564,819,451.0
- Accounts (total)60.0
Institutional Clients
- Government AUM5,436,586,970.0
- Pension AUM2,098,978,902.0
- Charitable AUM1,008,720,515.0
- HNW AUM0.0