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)1,071,590,093.0
- RAUM (discretionary)914,502,385.0
- Actionable assets852,716,056.0
- Accounts (total)2,910.0
Institutional Clients
- Government AUM—
- Pension AUM46,501,813.0
- Charitable AUM4,566,551.0
- HNW AUM718,426,253.0