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)9,180,748,498.0
- RAUM (discretionary)9,180,748,498.0
- Actionable assets9,180,748,498.0
- Accounts (total)49.0
Institutional Clients
- Government AUM936,467,391.0
- Pension AUM444,610,224.0
- Charitable AUM473,697,681.0
- HNW AUM0.0