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)1,012,887,070.0
- RAUM (discretionary)1,012,887,070.0
- Actionable assets812,164,181.0
- Accounts (total)2,545.0
Institutional Clients
- Government AUM—
- Pension AUM43,219,423.0
- Charitable AUM766,753.0
- HNW AUM766,864,300.0