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)1,388,470,813.0
- RAUM (discretionary)1,388,470,813.0
- Actionable assets1,212,253,144.0
- Accounts (total)2,015.0
Institutional Clients
- Government AUM—
- Pension AUM21,832,652.0
- Charitable AUM48,815,858.0
- HNW AUM1,121,498,610.0