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)956,132,091.0
- RAUM (discretionary)775,683,860.0
- Actionable assets527,784,914.0
- Accounts (total)2,298.0
Institutional Clients
- Government AUM—
- Pension AUM3,184,936.0
- Charitable AUM28,683,963.0
- HNW AUM492,378,326.0