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)18,483,169,161.0
- RAUM (discretionary)18,483,169,161.0
- Actionable assets18,381,547,428.0
- Accounts (total)53.0
Institutional Clients
- Government AUM971,693,201.0
- Pension AUM6,496,579,603.0
- Charitable AUM1,498,455,276.0
- HNW AUM0.0