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)1,322,466,782.0
- RAUM (discretionary)1,247,505,960.0
- Actionable assets1,045,505,730.0
- Accounts (total)2,124.0
Institutional Clients
- Government AUM—
- Pension AUM123,354,866.0
- Charitable AUM13,357,169.0
- HNW AUM888,755,776.0