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)91,060,433,794.0
- RAUM (discretionary)91,060,433,794.0
- Actionable assets91,060,433,794.0
- Accounts (total)246.0
Institutional Clients
- Government AUM25,572,158,193.0
- Pension AUM4,608,131,262.0
- Charitable AUM7,544,915,466.0
- HNW AUM0.0