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)1,120,457,850.0
- RAUM (discretionary)1,105,676,102.0
- Actionable assets1,120,457,850.0
- Accounts (total)470.0
Institutional Clients
- Government AUM—
- Pension AUM15,923,187.0
- Charitable AUM35,870,204.0
- HNW AUM986,788,838.0