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)1,286,544,829.0
- RAUM (discretionary)1,286,544,829.0
- Actionable assets1,286,193,463.0
- Accounts (total)10.0
Institutional Clients
- Government AUM1,140,474,384.0
- Pension AUM47,474,219.0
- Charitable AUM—
- HNW AUM—