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)1,105,276,085.0
- RAUM (discretionary)1,068,912,432.0
- Actionable assets1,065,311,598.0
- Accounts (total)672.0
Institutional Clients
- Government AUM—
- Pension AUM4,217,122.0
- Charitable AUM4,561,883.0
- HNW AUM1,056,532,593.0