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)2,095,480,549.0
- RAUM (discretionary)1,847,925,307.0
- Actionable assets856,023,566.0
- Accounts (total)3,696.0
Institutional Clients
- Government AUM—
- Pension AUM12,583,497.0
- Charitable AUM18,885,020.0
- HNW AUM699,721,499.0