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)21,045,433,296.0
- RAUM (discretionary)21,045,433,296.0
- Actionable assets21,045,433,296.0
- Accounts (total)23.0
Institutional Clients
- Government AUM1,663,865,269.0
- Pension AUM402,752,935.0
- Charitable AUM—
- HNW AUM—