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)10,531,744,657.0
- RAUM (discretionary)9,745,395,281.0
- Actionable assets10,531,744,657.0
- Accounts (total)122.0
Institutional Clients
- Government AUM1,570,849,130.0
- Pension AUM834,258,266.0
- Charitable AUM0.0
- HNW AUM0.0