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)474,950,483.0
- RAUM (discretionary)474,950,483.0
- Actionable assets401,812,458.0
- Accounts (total)729.0
Institutional Clients
- Government AUM—
- Pension AUM6,068,885.0
- Charitable AUM2,515,477.0
- HNW AUM393,228,096.0