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)7,385,184,575.0
- RAUM (discretionary)7,385,184,575.0
- Actionable assets7,385,184,575.0
- Accounts (total)48.0
Institutional Clients
- Government AUM1,279,225,534.0
- Pension AUM2,653,973,159.0
- Charitable AUM373,490,905.0
- HNW AUM0.0