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)1,043,675,393.0
- RAUM (discretionary)959,304,989.0
- Actionable assets986,096,915.0
- Accounts (total)328.0
Institutional Clients
- Government AUM—
- Pension AUM77,367,501.0
- Charitable AUM65,502,922.0
- HNW AUM795,738,394.0