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)1,021,492,552.0
- RAUM (discretionary)474,849,226.0
- Actionable assets914,004,083.0
- Accounts (total)1,709.0
Institutional Clients
- Government AUM—
- Pension AUM23,763,994.0
- Charitable AUM9,282,361.0
- HNW AUM868,524,802.0