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)5,486,587,778.0
- RAUM (discretionary)5,486,587,778.0
- Actionable assets5,486,587,778.0
- Accounts (total)17.0
Institutional Clients
- Government AUM—
- Pension AUM51,725,626.0
- Charitable AUM—
- HNW AUM15,465,274.0