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)894,825,875.0
- RAUM (discretionary)894,825,875.0
- Actionable assets853,553,879.0
- Accounts (total)955.0
Institutional Clients
- Government AUM—
- Pension AUM37,104,041.0
- Charitable AUM—
- HNW AUM816,449,838.0