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)2,088,369,039.0
- RAUM (discretionary)2,088,369,039.0
- Actionable assets84,379,591.0
- Accounts (total)3,800.0
Institutional Clients
- Government AUM—
- Pension AUM1,685,068.0
- Charitable AUM19,506,162.0
- HNW AUM—