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)1,106,583,614.0
- RAUM (discretionary)752,029,998.0
- Actionable assets1,101,626,468.0
- Accounts (total)116.0
Institutional Clients
- Government AUM—
- Pension AUM1,042,834,498.0
- Charitable AUM—
- HNW AUM58,791,970.0