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)5,769,346,194.0
- RAUM (discretionary)396,651,725.0
- Actionable assets5,769,346,194.0
- Accounts (total)28.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,427,744,578.0
- HNW AUM2,341,601,616.0