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)1,570,635,977.0
- RAUM (discretionary)1,567,759,262.0
- Actionable assets975,648,186.0
- Accounts (total)2,904.0
Institutional Clients
- Government AUM—
- Pension AUM87,996,968.0
- Charitable AUM2,092,764.0
- HNW AUM876,539,217.0