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)1,224,507,399.0
- RAUM (discretionary)1,082,338,388.0
- Actionable assets951,284,653.0
- Accounts (total)3,743.0
Institutional Clients
- Government AUM—
- Pension AUM2,329,417.0
- Charitable AUM20,394,146.0
- HNW AUM924,373,151.0