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)1,451,447,613.0
- RAUM (discretionary)1,222,098,652.0
- Actionable assets1,176,052,978.0
- Accounts (total)1,366.0
Institutional Clients
- Government AUM—
- Pension AUM178,339,097.0
- Charitable AUM14,391,900.0
- HNW AUM924,602,680.0