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)1,225,167,337.0
- RAUM (discretionary)1,202,201,762.0
- Actionable assets1,007,159,480.0
- Accounts (total)1,433.0
Institutional Clients
- Government AUM—
- Pension AUM121,528,052.0
- Charitable AUM26,200,406.0
- HNW AUM822,807,746.0