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)1,317,334,651.0
- RAUM (discretionary)1,294,332,684.0
- Actionable assets1,128,551,853.0
- Accounts (total)794.0
Institutional Clients
- Government AUM—
- Pension AUM11,911,164.0
- Charitable AUM12,389,507.0
- HNW AUM1,031,988,417.0