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)58,789,969,013.0
- RAUM (discretionary)58,789,969,013.0
- Actionable assets58,789,969,013.0
- Accounts (total)65.0
Institutional Clients
- Government AUM114,342,978.0
- Pension AUM13,469,279,764.0
- Charitable AUM—
- HNW AUM—