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)100,243,730,000.0
- RAUM (discretionary)100,243,730,000.0
- Actionable assets100,039,209,000.0
- Accounts (total)111.0
Institutional Clients
- Government AUM444,159,000.0
- Pension AUM35,553,434,000.0
- Charitable AUM4,244,504,000.0
- HNW AUM—