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)50,580,876,000.0
- RAUM (discretionary)50,580,876,000.0
- Actionable assets50,580,876,000.0
- Accounts (total)95.0
Institutional Clients
- Government AUM3,063,613,781.0
- Pension AUM9,240,572,335.0
- Charitable AUM0.0
- HNW AUM0.0