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)10,244,843,877.0
- RAUM (discretionary)10,244,843,877.0
- Actionable assets10,244,843,877.0
- Accounts (total)60.0
Institutional Clients
- Government AUM1,600,922,105.0
- Pension AUM5,659,903,959.0
- Charitable AUM165,686,748.0
- HNW AUM—