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)1,302,024,713.0
- RAUM (discretionary)1,299,671,600.0
- Actionable assets1,085,548,315.0
- Accounts (total)2,685.0
Institutional Clients
- Government AUM—
- Pension AUM2,723,755.0
- Charitable AUM5,701,277.0
- HNW AUM1,071,001,413.0