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)1,228,290,821.0
- RAUM (discretionary)1,228,290,821.0
- Actionable assets1,060,801,131.0
- Accounts (total)888.0
Institutional Clients
- Government AUM—
- Pension AUM58,050,231.0
- Charitable AUM128,871,167.0
- HNW AUM819,651,229.0