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)1,112,782,969.0
- RAUM (discretionary)1,090,763,974.0
- Actionable assets968,006,077.0
- Accounts (total)2,184.0
Institutional Clients
- Government AUM—
- Pension AUM82,095,931.0
- Charitable AUM21,856,825.0
- HNW AUM803,075,359.0