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)1,689,281,243.0
- RAUM (discretionary)1,561,922,474.0
- Actionable assets629,552,342.0
- Accounts (total)5,849.0
Institutional Clients
- Government AUM—
- Pension AUM12,678,215.0
- Charitable AUM622,553.0
- HNW AUM532,156,151.0