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)5,516,603,714.0
- RAUM (discretionary)5,516,603,714.0
- Actionable assets5,516,603,714.0
- Accounts (total)22.0
Institutional Clients
- Government AUM638,216,466.0
- Pension AUM4,013,206,669.0
- Charitable AUM—
- HNW AUM17,162,370.0