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)2,659,813,000.0
- RAUM (discretionary)2,659,813,000.0
- Actionable assets2,586,116,000.0
- Accounts (total)882.0
Institutional Clients
- Government AUM—
- Pension AUM88,093,000.0
- Charitable AUM60,605,000.0
- HNW AUM586,537,000.0