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)123,162,242,119.0
- RAUM (discretionary)123,162,242,119.0
- Actionable assets122,366,240,681.0
- Accounts (total)722.0
Institutional Clients
- Government AUM71,786,647,639.0
- Pension AUM10,314,382,157.0
- Charitable AUM6,984,002,336.0
- HNW AUM0.0