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)4,307,485,861.0
- RAUM (discretionary)4,307,485,861.0
- Actionable assets4,307,485,861.0
- Accounts (total)27.0
Institutional Clients
- Government AUM1,140,167,063.0
- Pension AUM511,790,318.0
- Charitable AUM0.0
- HNW AUM92,608,848.0