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)624,321,411.0
- RAUM (discretionary)624,321,411.0
- Actionable assets579,264,238.0
- Accounts (total)623.0
Institutional Clients
- Government AUM—
- Pension AUM7,635,658.0
- Charitable AUM12,115,706.0
- HNW AUM553,561,415.0