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)2,128,783,447.0
- RAUM (discretionary)2,128,783,447.0
- Actionable assets998,067,998.0
- Accounts (total)79,647.0
Institutional Clients
- Government AUM—
- Pension AUM1,531,880.0
- Charitable AUM27,912,215.0
- HNW AUM963,009,617.0