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)27,218,321,292.0
- RAUM (discretionary)27,218,321,292.0
- Actionable assets26,964,425,432.0
- Accounts (total)98.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,492,180,203.0
- Charitable AUM0.0
- HNW AUM0.0