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)420,850,391.0
- RAUM (discretionary)404,471,258.0
- Actionable assets324,262,402.0
- Accounts (total)797.0
Institutional Clients
- Government AUM—
- Pension AUM3,301,657.0
- Charitable AUM11,590,044.0
- HNW AUM309,370,701.0