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)73,620,371,498.0
- RAUM (discretionary)55,724,517,898.0
- Actionable assets73,620,371,498.0
- Accounts (total)67.0
Institutional Clients
- Government AUM655,206,053.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—