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)576,915,016.0
- RAUM (discretionary)563,754,758.0
- Actionable assets320,874,741.0
- Accounts (total)2,012.0
Institutional Clients
- Government AUM—
- Pension AUM5,591,193.0
- Charitable AUM7,013,254.0
- HNW AUM308,270,294.0