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)31,289,048,424.0
- RAUM (discretionary)31,289,048,424.0
- Actionable assets31,059,330,791.0
- Accounts (total)66.0
Institutional Clients
- Government AUM2,822,241,426.0
- Pension AUM3,033,295,637.0
- Charitable AUM0.0
- HNW AUM0.0