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)39,101,160,857.0
- RAUM (discretionary)39,101,160,857.0
- Actionable assets39,101,160,857.0
- Accounts (total)8.0
Institutional Clients
- Government AUM—
- Pension AUM305,154,202.0
- Charitable AUM28,023,687.0
- HNW AUM—