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)861,387,705.0
- RAUM (discretionary)861,387,705.0
- Actionable assets786,709,356.0
- Accounts (total)1,608.0
Institutional Clients
- Government AUM—
- Pension AUM3,392,594.0
- Charitable AUM4,950,052.0
- HNW AUM777,077,378.0