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)6,062,076,801.0
- RAUM (discretionary)6,062,076,801.0
- Actionable assets6,062,076,801.0
- Accounts (total)9.0
Institutional Clients
- Government AUM—
- Pension AUM791,822,523.0
- Charitable AUM—
- HNW AUM—