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)17,486,369,824.0
- RAUM (discretionary)17,486,369,824.0
- Actionable assets17,486,369,824.0
- Accounts (total)13.0
Institutional Clients
- Government AUM12,389,868.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM0.0