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)1,303,348,300.0
- RAUM (discretionary)1,295,607,300.0
- Actionable assets1,295,607,300.0
- Accounts (total)5.0
Institutional Clients
- Government AUM—
- Pension AUM105,632,500.0
- Charitable AUM—
- HNW AUM—