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)6,068,217,582.0
- RAUM (discretionary)517,199,005.0
- Actionable assets6,068,217,582.0
- Accounts (total)64.0
Institutional Clients
- Government AUM898,949,673.0
- Pension AUM5,169,267,909.0
- Charitable AUM0.0
- HNW AUM0.0