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)1,152,024,220.0
- RAUM (discretionary)1,152,024,220.0
- Actionable assets1,073,818,583.0
- Accounts (total)2,586.0
Institutional Clients
- Government AUM—
- Pension AUM922,112.0
- Charitable AUM6,790,292.0
- HNW AUM995,918,823.0