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)16,604,699,766.0
- RAUM (discretionary)16,604,699,766.0
- Actionable assets16,604,699,766.0
- Accounts (total)63.0
Institutional Clients
- Government AUM22,116,878.0
- Pension AUM49,083,662.0
- Charitable AUM0.0
- HNW AUM0.0