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)1,268,840,631.0
- RAUM (discretionary)1,186,789,238.0
- Actionable assets1,258,173,536.0
- Accounts (total)773.0
Institutional Clients
- Government AUM—
- Pension AUM1,337,726.0
- Charitable AUM60,439,083.0
- HNW AUM1,177,020,868.0