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)639,374,448.0
- RAUM (discretionary)639,374,448.0
- Actionable assets490,876,470.0
- Accounts (total)1,101.0
Institutional Clients
- Government AUM—
- Pension AUM9,322,351.0
- Charitable AUM9,600,883.0
- HNW AUM463,450,269.0