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)79,977,091,342.0
- RAUM (discretionary)79,977,091,342.0
- Actionable assets79,977,091,342.0
- Accounts (total)147.0
Institutional Clients
- Government AUM324,588,223.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—