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)1,649,126,692.0
- RAUM (discretionary)1,390,526,749.0
- Actionable assets1,588,735,847.0
- Accounts (total)314.0
Institutional Clients
- Government AUM—
- Pension AUM6,808,130.0
- Charitable AUM90,121,664.0
- HNW AUM1,006,856,552.0