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)2,735,110,703.0
- RAUM (discretionary)0.0
- Actionable assets2,735,110,703.0
- Accounts (total)559.0
Institutional Clients
- Government AUM2,720,098,052.0
- Pension AUM—
- Charitable AUM1,203,268.0
- HNW AUM—