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)2,813,720,000.0
- RAUM (discretionary)327,540,000.0
- Actionable assets2,813,720,000.0
- Accounts (total)24.0
Institutional Clients
- Government AUM—
- Pension AUM327,540,000.0
- Charitable AUM—
- HNW AUM—