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)1,294,955,167.0
- RAUM (discretionary)1,281,779,135.0
- Actionable assets682,819,745.0
- Accounts (total)4,821.0
Institutional Clients
- Government AUM—
- Pension AUM13,176,032.0
- Charitable AUM—
- HNW AUM669,643,713.0