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)268,468,896,450.0
- RAUM (discretionary)268,309,912,720.0
- Actionable assets268,094,552,418.0
- Accounts (total)667.0
Institutional Clients
- Government AUM580,075,215.0
- Pension AUM18,984,089,991.0
- Charitable AUM1,111,282,785.0
- HNW AUM0.0