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)4,346,601,792.0
- RAUM (discretionary)3,825,241,387.0
- Actionable assets4,346,601,792.0
- Accounts (total)15.0
Institutional Clients
- Government AUM2,707,915,738.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—