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)1,025,066,050.0
- RAUM (discretionary)1,023,470,007.0
- Actionable assets955,809,724.0
- Accounts (total)2,466.0
Institutional Clients
- Government AUM—
- Pension AUM58,797,136.0
- Charitable AUM28,262,157.0
- HNW AUM858,281,923.0