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)1,430,751,000.0
- RAUM (discretionary)1,430,751,000.0
- Actionable assets1,376,379,000.0
- Accounts (total)517.0
Institutional Clients
- Government AUM—
- Pension AUM1,685,000.0
- Charitable AUM85,973,000.0
- HNW AUM1,288,721,000.0