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)100,642,604,221.0
- RAUM (discretionary)100,642,604,221.0
- Actionable assets100,642,604,221.0
- Accounts (total)146.0
Institutional Clients
- Government AUM38,146,323,620.0
- Pension AUM38,138,384,796.0
- Charitable AUM7,564,195,222.0
- HNW AUM0.0