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)1,058,245,741.0
- RAUM (discretionary)1,058,245,741.0
- Actionable assets900,133,379.0
- Accounts (total)1,907.0
Institutional Clients
- Government AUM—
- Pension AUM27,797,320.0
- Charitable AUM3,426,646.0
- HNW AUM829,051,150.0