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)1,101,192,631.0
- RAUM (discretionary)1,101,192,631.0
- Actionable assets744,977,140.0
- Accounts (total)1,752.0
Institutional Clients
- Government AUM—
- Pension AUM533,458,050.0
- Charitable AUM1,637,285.0
- HNW AUM182,473,791.0