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)4,561,207,454.0
- RAUM (discretionary)4,561,207,454.0
- Actionable assets4,560,828,467.0
- Accounts (total)30.0
Institutional Clients
- Government AUM1,140,116,183.0
- Pension AUM708,493,763.0
- Charitable AUM13,474,622.0
- HNW AUM0.0