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)1,415,526,316.0
- RAUM (discretionary)1,350,959,409.0
- Actionable assets950,302,059.0
- Accounts (total)5,385.0
Institutional Clients
- Government AUM—
- Pension AUM6,287,616.0
- Charitable AUM16,929,117.0
- HNW AUM916,968,908.0