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)1,299,182,909.0
- RAUM (discretionary)1,058,012,265.0
- Actionable assets964,356,610.0
- Accounts (total)960.0
Institutional Clients
- Government AUM—
- Pension AUM241,170,644.0
- Charitable AUM708,538.0
- HNW AUM717,352,661.0