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)5,762,820,079.0
- RAUM (discretionary)5,762,820,079.0
- Actionable assets5,453,520,024.0
- Accounts (total)38.0
Institutional Clients
- Government AUM5,305,650,000.0
- Pension AUM47,991,358.0
- Charitable AUM—
- HNW AUM—