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)1,449,490,536.0
- RAUM (discretionary)1,388,388,053.0
- Actionable assets1,149,242,695.0
- Accounts (total)3,364.0
Institutional Clients
- Government AUM—
- Pension AUM17,328,703.0
- Charitable AUM18,028,271.0
- HNW AUM1,055,388,924.0