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)2,603,303,319.0
- RAUM (discretionary)2,594,954,269.0
- Actionable assets2,597,400,726.0
- Accounts (total)731.0
Institutional Clients
- Government AUM—
- Pension AUM10,394,228.0
- Charitable AUM113,342,001.0
- HNW AUM2,114,423,718.0