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)40,337,272,573.0
- RAUM (discretionary)23,143,132,553.0
- Actionable assets40,337,272,573.0
- Accounts (total)14.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,202,541,233.0
- Charitable AUM18,498,927,026.0
- HNW AUM0.0