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)5,214,738,590.0
- RAUM (discretionary)5,212,692,208.0
- Actionable assets5,214,738,590.0
- Accounts (total)56.0
Institutional Clients
- Government AUM3,362,176.0
- Pension AUM4,289,139.0
- Charitable AUM7,659,798.0
- HNW AUM0.0