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)10,722,524,618.0
- RAUM (discretionary)10,722,524,618.0
- Actionable assets10,722,524,618.0
- Accounts (total)59.0
Institutional Clients
- Government AUM3,687,860,016.0
- Pension AUM709,591,877.0
- Charitable AUM151,014,369.0
- HNW AUM—