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)2,203,500,000.0
- RAUM (discretionary)2,203,500,000.0
- Actionable assets1,630,200,000.0
- Accounts (total)564.0
Institutional Clients
- Government AUM51,700,000.0
- Pension AUM12,500,000.0
- Charitable AUM243,700,000.0
- HNW AUM95,000,000.0