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)4,340,233,892.0
- RAUM (discretionary)4,340,233,892.0
- Actionable assets4,340,233,892.0
- Accounts (total)16.0
Institutional Clients
- Government AUM186,097,717.0
- Pension AUM130,062,914.0
- Charitable AUM—
- HNW AUM—