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)9,048,127,752.0
- RAUM (discretionary)9,048,127,752.0
- Actionable assets9,048,127,752.0
- Accounts (total)19.0
Institutional Clients
- Government AUM2,159,009,525.0
- Pension AUM235,175,981.0
- Charitable AUM—
- HNW AUM—