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)1,065,062,527.0
- RAUM (discretionary)1,062,068,550.0
- Actionable assets1,049,413,647.0
- Accounts (total)71.0
Institutional Clients
- Government AUM26,271,725.0
- Pension AUM31,929,330.0
- Charitable AUM18,941,739.0
- HNW AUM18,127,718.0