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)509,336,137.0
- RAUM (discretionary)499,245,076.0
- Actionable assets342,898,169.0
- Accounts (total)2,283.0
Institutional Clients
- Government AUM—
- Pension AUM17,179,870.0
- Charitable AUM4,816,199.0
- HNW AUM314,004,850.0