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)2,527,408,472.0
- RAUM (discretionary)2,313,242,353.0
- Actionable assets2,527,408,472.0
- Accounts (total)14.0
Institutional Clients
- Government AUM168,258,922.0
- Pension AUM—
- Charitable AUM21,510,949.0
- HNW AUM—