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)806,094,432.0
- RAUM (discretionary)800,558,779.0
- Actionable assets690,584,595.0
- Accounts (total)2,014.0
Institutional Clients
- Government AUM—
- Pension AUM136,090,410.0
- Charitable AUM8,208,089.0
- HNW AUM533,860,505.0