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)107,774,205,631.0
- RAUM (discretionary)107,774,205,631.0
- Actionable assets87,928,333,869.0
- Accounts (total)207.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,415,318,755.0
- Charitable AUM3,043,311,861.0
- HNW AUM0.0