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)213,773,628,130.0
- RAUM (discretionary)213,773,628,130.0
- Actionable assets213,504,777,319.0
- Accounts (total)860.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,616,202,673.0
- Charitable AUM27,053,966.0
- HNW AUM0.0