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)2,035,919,876.0
- RAUM (discretionary)2,035,919,876.0
- Actionable assets2,035,919,876.0
- Accounts (total)153.0
Institutional Clients
- Government AUM—
- Pension AUM14,035,395.0
- Charitable AUM15,470,015.0
- HNW AUM492,583,904.0