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)2,548,043,383.0
- RAUM (discretionary)2,548,043,383.0
- Actionable assets2,545,129,895.0
- Accounts (total)27.0
Institutional Clients
- Government AUM527,498,118.0
- Pension AUM350,106,277.0
- Charitable AUM—
- HNW AUM0.0