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)1,133,187,757.0
- RAUM (discretionary)1,108,901,867.0
- Actionable assets961,310,824.0
- Accounts (total)2,749.0
Institutional Clients
- Government AUM—
- Pension AUM73,770,577.0
- Charitable AUM—
- HNW AUM838,734,587.0