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)1,751,672,000.0
- RAUM (discretionary)945,535,000.0
- Actionable assets1,751,672,000.0
- Accounts (total)1,151.0
Institutional Clients
- Government AUM—
- Pension AUM22,784,000.0
- Charitable AUM18,981,000.0
- HNW AUM1,263,013,000.0