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)13,950,022,655.0
- RAUM (discretionary)13,690,016,481.0
- Actionable assets13,950,022,655.0
- Accounts (total)18.0
Institutional Clients
- Government AUM0.0
- Pension AUM612,584,655.0
- Charitable AUM0.0
- HNW AUM0.0