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)23,952,467,949.0
- RAUM (discretionary)23,952,467,949.0
- Actionable assets23,952,467,949.0
- Accounts (total)81.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,757,550,566.0
- Charitable AUM247,910,735.0
- HNW AUM0.0