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)3,123,404,927.0
- RAUM (discretionary)316,634,569.0
- Actionable assets3,123,404,927.0
- Accounts (total)64.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM62,064,711.0
- HNW AUM2,874,773,296.0