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)2,977,993,730.0
- RAUM (discretionary)862,364,309.0
- Actionable assets2,729,288,046.0
- Accounts (total)27.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,741,857.0
- HNW AUM3,446,045.0