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)36,420,205,852.0
- RAUM (discretionary)36,053,271,461.0
- Actionable assets36,420,205,852.0
- Accounts (total)72.0
Institutional Clients
- Government AUM16,689,687,958.0
- Pension AUM2,896,964,426.0
- Charitable AUM58,555,647.0
- HNW AUM0.0