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)2,931,558,267.0
- RAUM (discretionary)2,931,558,267.0
- Actionable assets2,931,558,267.0
- Accounts (total)10.0
Institutional Clients
- Government AUM—
- Pension AUM224,080,552.0
- Charitable AUM303,240,688.0
- HNW AUM—