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)674,632,385.0
- RAUM (discretionary)674,632,385.0
- Actionable assets576,457,647.0
- Accounts (total)1,581.0
Institutional Clients
- Government AUM—
- Pension AUM124,729,684.0
- Charitable AUM10,785,479.0
- HNW AUM440,558,486.0