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)3,650,060,644.0
- RAUM (discretionary)3,650,060,644.0
- Actionable assets3,594,851,272.0
- Accounts (total)79.0
Institutional Clients
- Government AUM—
- Pension AUM18,467,575.0
- Charitable AUM3,150,640.0
- HNW AUM52,734,835.0