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)189,310,420,160.0
- RAUM (discretionary)189,310,420,160.0
- Actionable assets189,310,420,160.0
- Accounts (total)179.0
Institutional Clients
- Government AUM35,851,070,636.0
- Pension AUM43,595,739,466.0
- Charitable AUM210,573,687.0
- HNW AUM0.0