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)1,290,227,768.0
- RAUM (discretionary)1,289,713,098.0
- Actionable assets1,084,036,654.0
- Accounts (total)855.0
Institutional Clients
- Government AUM19,589,158.0
- Pension AUM9,387,371.0
- Charitable AUM27,736,784.0
- HNW AUM1,002,271,323.0