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)1,231,074,215.0
- RAUM (discretionary)1,130,320,390.0
- Actionable assets1,167,135,863.0
- Accounts (total)349.0
Institutional Clients
- Government AUM—
- Pension AUM25,533,385.0
- Charitable AUM6,695,472.0
- HNW AUM1,117,189,854.0