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)121,718,299,647.0
- RAUM (discretionary)121,301,088,627.0
- Actionable assets121,718,299,647.0
- Accounts (total)202.0
Institutional Clients
- Government AUM303,580,349.0
- Pension AUM836,105,317.0
- Charitable AUM0.0
- HNW AUM0.0