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)2,990,140,818.0
- RAUM (discretionary)2,709,022,943.0
- Actionable assets43,756,416.0
- Accounts (total)138.0
Institutional Clients
- Government AUM—
- Pension AUM43,756,416.0
- Charitable AUM—
- HNW AUM—