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)1,376,377,609.0
- RAUM (discretionary)1,376,377,609.0
- Actionable assets1,168,502,324.0
- Accounts (total)1,144.0
Institutional Clients
- Government AUM—
- Pension AUM222,477,383.0
- Charitable AUM26,592,873.0
- HNW AUM861,926,899.0