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)3,459,134,754.0
- RAUM (discretionary)0.0
- Actionable assets403,518,017.0
- Accounts (total)72.0
Institutional Clients
- Government AUM10,007,318.0
- Pension AUM—
- Charitable AUM40,318,091.0
- HNW AUM110,285,397.0