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)101,608,338,932.0
- RAUM (discretionary)101,608,338,932.0
- Actionable assets100,916,942,932.0
- Accounts (total)39.0
Institutional Clients
- Government AUM685,548,949.0
- Pension AUM1,055,161,569.0
- Charitable AUM—
- HNW AUM—