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)1,415,056,947.0
- RAUM (discretionary)1,415,056,947.0
- Actionable assets1,177,078,354.0
- Accounts (total)2,322.0
Institutional Clients
- Government AUM—
- Pension AUM9,222,142.0
- Charitable AUM32,168,128.0
- HNW AUM1,122,703,692.0