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)730,377,719.0
- RAUM (discretionary)721,545,146.0
- Actionable assets638,855,648.0
- Accounts (total)1,402.0
Institutional Clients
- Government AUM—
- Pension AUM21,218,747.0
- Charitable AUM7,524,292.0
- HNW AUM610,112,609.0