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)34,009,674,721.0
- RAUM (discretionary)19,342,140,373.0
- Actionable assets34,009,674,721.0
- Accounts (total)26.0
Institutional Clients
- Government AUM14,667,534,348.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM0.0