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)5,415,681,231.0
- RAUM (discretionary)5,415,681,231.0
- Actionable assets5,415,681,231.0
- Accounts (total)63.0
Institutional Clients
- Government AUM76,622,612.0
- Pension AUM56,718,236.0
- Charitable AUM—
- HNW AUM—