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)110,211,846,369.0
- RAUM (discretionary)89,690,013,282.0
- Actionable assets99,355,460,949.0
- Accounts (total)800.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,433,633,756.0
- Charitable AUM0.0
- HNW AUM0.0