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)969,679,151.0
- RAUM (discretionary)969,679,151.0
- Actionable assets813,345,895.0
- Accounts (total)1,232.0
Institutional Clients
- Government AUM35,345,055.0
- Pension AUM—
- Charitable AUM6,450,800.0
- HNW AUM771,550,040.0