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)17,061,336,975.0
- RAUM (discretionary)17,061,336,975.0
- Actionable assets16,685,474,559.0
- Accounts (total)42.0
Institutional Clients
- Government AUM—
- Pension AUM860,510,773.0
- Charitable AUM—
- HNW AUM—