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)665,854,051.0
- RAUM (discretionary)665,854,051.0
- Actionable assets634,019,685.0
- Accounts (total)476.0
Institutional Clients
- Government AUM—
- Pension AUM8,273,100.0
- Charitable AUM32,702,226.0
- HNW AUM593,044,359.0