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)570,987,107.0
- RAUM (discretionary)565,846,857.0
- Actionable assets484,891,612.0
- Accounts (total)1,484.0
Institutional Clients
- Government AUM—
- Pension AUM1,837,808.0
- Charitable AUM11,560,118.0
- HNW AUM464,389,244.0