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)3,295,120,052.0
- RAUM (discretionary)2,868,826,170.0
- Actionable assets3,294,039,699.0
- Accounts (total)38.0
Institutional Clients
- Government AUM5,438,877.0
- Pension AUM—
- Charitable AUM—
- HNW AUM2,395,709.0