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)2,125,054,242.0
- RAUM (discretionary)2,022,112,217.0
- Actionable assets659,980,768.0
- Accounts (total)11,317.0
Institutional Clients
- Government AUM—
- Pension AUM5,287,522.0
- Charitable AUM—
- HNW AUM527,451,003.0