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)13,019,004,172.0
- RAUM (discretionary)12,952,848,810.0
- Actionable assets13,019,004,172.0
- Accounts (total)42.0
Institutional Clients
- Government AUM1,486,369,292.0
- Pension AUM140,369,277.0
- Charitable AUM0.0
- HNW AUM0.0