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)1,271,554,814.0
- RAUM (discretionary)1,228,068,566.0
- Actionable assets361,749,842.0
- Accounts (total)5,895.0
Institutional Clients
- Government AUM—
- Pension AUM11,192,244.0
- Charitable AUM10,139,069.0
- HNW AUM325,783,253.0