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)1,621,126,057.0
- RAUM (discretionary)1,486,587,021.0
- Actionable assets1,501,912,014.0
- Accounts (total)5,471.0
Institutional Clients
- Government AUM—
- Pension AUM712,671.0
- Charitable AUM20,659,188.0
- HNW AUM512,373,908.0