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)5,129,728,884.0
- RAUM (discretionary)5,129,728,884.0
- Actionable assets5,129,728,884.0
- Accounts (total)14.0
Institutional Clients
- Government AUM29,291,125.0
- Pension AUM637,867,633.0
- Charitable AUM—
- HNW AUM—