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)13,197,464,146.0
- RAUM (discretionary)12,920,200,806.0
- Actionable assets13,086,544,694.0
- Accounts (total)78.0
Institutional Clients
- Government AUM291,934,978.0
- Pension AUM624,688,637.0
- Charitable AUM—
- HNW AUM—