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)1,058,507,064.0
- RAUM (discretionary)1,036,603,539.0
- Actionable assets674,149,411.0
- Accounts (total)1,928.0
Institutional Clients
- Government AUM118,350,062.0
- Pension AUM—
- Charitable AUM4,340,333.0
- HNW AUM379,917,853.0