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)849,615,572.0
- RAUM (discretionary)822,799,937.0
- Actionable assets714,587,277.0
- Accounts (total)1,469.0
Institutional Clients
- Government AUM—
- Pension AUM5,327,112.0
- Charitable AUM39,092,772.0
- HNW AUM664,782,474.0