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)1,041,988,852.0
- RAUM (discretionary)1,041,988,852.0
- Actionable assets1,041,988,852.0
- Accounts (total)9.0
Institutional Clients
- Government AUM637,221,444.0
- Pension AUM20,309,419.0
- Charitable AUM0.0
- HNW AUM0.0