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)230,098,900,372.0
- RAUM (discretionary)230,098,900,372.0
- Actionable assets230,098,900,372.0
- Accounts (total)221.0
Institutional Clients
- Government AUM1,889,921,248.0
- Pension AUM1,359,707,634.0
- Charitable AUM—
- HNW AUM—