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)1,002,097,380.0
- RAUM (discretionary)1,001,916,145.0
- Actionable assets631,655,436.0
- Accounts (total)3,918.0
Institutional Clients
- Government AUM—
- Pension AUM33,134,997.0
- Charitable AUM5,185,764.0
- HNW AUM578,250,978.0