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)1,923,109,292.0
- RAUM (discretionary)1,923,109,292.0
- Actionable assets1,923,109,292.0
- Accounts (total)17.0
Institutional Clients
- Government AUM0.0
- Pension AUM493,431,167.0
- Charitable AUM124,961,285.0
- HNW AUM0.0