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)1,566,301,370.0
- RAUM (discretionary)1,566,301,370.0
- Actionable assets1,427,979,169.0
- Accounts (total)133.0
Institutional Clients
- Government AUM1,140,505,055.0
- Pension AUM—
- Charitable AUM—
- HNW AUM62,717,901.0