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)1,185,574,906.0
- RAUM (discretionary)1,185,574,906.0
- Actionable assets1,141,442,064.0
- Accounts (total)568.0
Institutional Clients
- Government AUM—
- Pension AUM16,730,672.0
- Charitable AUM26,608,003.0
- HNW AUM1,078,681,957.0