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)9,428,359,147.0
- RAUM (discretionary)4,653,798,961.0
- Actionable assets9,328,585,153.0
- Accounts (total)34.0
Institutional Clients
- Government AUM199,564,963.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—