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)2,676,466,074.0
- RAUM (discretionary)2,342,793,384.0
- Actionable assets2,241,119,611.0
- Accounts (total)17.0
Institutional Clients
- Government AUM1,321,709,983.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—