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)1,134,563,584.0
- RAUM (discretionary)1,117,148,721.0
- Actionable assets984,949,113.0
- Accounts (total)2,138.0
Institutional Clients
- Government AUM—
- Pension AUM252,659,240.0
- Charitable AUM85,419,646.0
- HNW AUM611,499,850.0