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)2,098,769,026.0
- RAUM (discretionary)2,090,756,140.0
- Actionable assets745,765,145.0
- Accounts (total)6,706.0
Institutional Clients
- Government AUM—
- Pension AUM821,365.0
- Charitable AUM2,356,938.0
- HNW AUM728,113,665.0