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)143,914,677,409.0
- RAUM (discretionary)87,214,534,865.0
- Actionable assets143,914,677,409.0
- Accounts (total)67.0
Institutional Clients
- Government AUM0.0
- Pension AUM58,589,484,409.0
- Charitable AUM0.0
- HNW AUM0.0