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)42,918,467,845.0
- RAUM (discretionary)42,918,467,845.0
- Actionable assets42,918,467,845.0
- Accounts (total)17.0
Institutional Clients
- Government AUM—
- Pension AUM13,964,614.0
- Charitable AUM—
- HNW AUM—