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)4,872,509,175.0
- RAUM (discretionary)4,872,509,175.0
- Actionable assets4,872,509,175.0
- Accounts (total)18.0
Institutional Clients
- Government AUM367,657,738.0
- Pension AUM—
- Charitable AUM716,859,438.0
- HNW AUM—