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)350,513,365.0
- RAUM (discretionary)349,050,263.0
- Actionable assets308,950,249.0
- Accounts (total)932.0
Institutional Clients
- Government AUM—
- Pension AUM588,112.0
- Charitable AUM1,058,349.0
- HNW AUM305,229,590.0