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)136,491,664,458.0
- RAUM (discretionary)136,491,664,458.0
- Actionable assets124,751,942,954.0
- Accounts (total)130.0
Institutional Clients
- Government AUM6,915,712,752.0
- Pension AUM3,652,145,116.0
- Charitable AUM501,318,217.0
- HNW AUM0.0