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)745,317,324.0
- RAUM (discretionary)735,303,257.0
- Actionable assets700,167,887.0
- Accounts (total)749.0
Institutional Clients
- Government AUM—
- Pension AUM1,405,783.0
- Charitable AUM23,096,598.0
- HNW AUM675,665,506.0