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)6,943,189,096.0
- RAUM (discretionary)6,436,249,554.0
- Actionable assets6,943,189,096.0
- Accounts (total)42.0
Institutional Clients
- Government AUM1,450,253,935.0
- Pension AUM957,682,247.0
- Charitable AUM—
- HNW AUM—