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)491,883,336.0
- RAUM (discretionary)475,449,041.0
- Actionable assets397,557,534.0
- Accounts (total)1,586.0
Institutional Clients
- Government AUM—
- Pension AUM9,003,922.0
- Charitable AUM2,468,428.0
- HNW AUM384,446,257.0