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)2,026,848,859.0
- RAUM (discretionary)1,291,038,281.0
- Actionable assets485,852,882.0
- Accounts (total)8,756.0
Institutional Clients
- Government AUM—
- Pension AUM29,495,988.0
- Charitable AUM—
- HNW AUM414,573,559.0