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)2,254,166,069.0
- RAUM (discretionary)1,627,972,452.0
- Actionable assets998,410,862.0
- Accounts (total)5,181.0
Institutional Clients
- Government AUM—
- Pension AUM39,990,599.0
- Charitable AUM817,627.0
- HNW AUM892,636,638.0