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)1,263,121,796.0
- RAUM (discretionary)1,263,121,796.0
- Actionable assets1,251,484,874.0
- Accounts (total)273.0
Institutional Clients
- Government AUM—
- Pension AUM53,149,363.0
- Charitable AUM185,400,529.0
- HNW AUM746,164,301.0