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)253,551,377,834.0
- RAUM (discretionary)253,551,377,834.0
- Actionable assets249,878,267,940.0
- Accounts (total)157.0
Institutional Clients
- Government AUM46,815,760,341.0
- Pension AUM19,146,327,375.0
- Charitable AUM662,080,318.0
- HNW AUM0.0