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)2,005,963,177.0
- RAUM (discretionary)2,005,963,177.0
- Actionable assets2,005,963,177.0
- Accounts (total)14.0
Institutional Clients
- Government AUM1,003,133,950.0
- Pension AUM219,045,266.0
- Charitable AUM—
- HNW AUM—