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)41,521,977,161.0
- RAUM (discretionary)41,521,977,161.0
- Actionable assets39,749,705,794.0
- Accounts (total)141.0
Institutional Clients
- Government AUM646,340,426.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM0.0