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)1,841,154,148.0
- RAUM (discretionary)1,841,154,148.0
- Actionable assets471,149,235.0
- Accounts (total)11,592.0
Institutional Clients
- Government AUM—
- Pension AUM30,664,595.0
- Charitable AUM—
- HNW AUM288,783,053.0