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)1,098,482,929.0
- RAUM (discretionary)1,098,482,929.0
- Actionable assets1,074,475,201.0
- Accounts (total)516.0
Institutional Clients
- Government AUM—
- Pension AUM67,770,956.0
- Charitable AUM416,459,031.0
- HNW AUM190,278,079.0