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)2,476,415,741.0
- RAUM (discretionary)2,476,415,741.0
- Actionable assets2,434,522,914.0
- Accounts (total)416.0
Institutional Clients
- Government AUM—
- Pension AUM1,331,582.0
- Charitable AUM—
- HNW AUM—