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)3,037,342,194.0
- RAUM (discretionary)1,003,381,651.0
- Actionable assets3,037,342,194.0
- Accounts (total)15.0
Institutional Clients
- Government AUM0.0
- Pension AUM80,595,617.0
- Charitable AUM38,093,981.0
- HNW AUM0.0