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)1,007,298,969.0
- RAUM (discretionary)1,007,132,732.0
- Actionable assets640,340,914.0
- Accounts (total)4,984.0
Institutional Clients
- Government AUM—
- Pension AUM149,231,374.0
- Charitable AUM113,055.0
- HNW AUM490,996,485.0