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)544,820,508.0
- RAUM (discretionary)496,854,883.0
- Actionable assets543,421,879.0
- Accounts (total)269.0
Institutional Clients
- Government AUM—
- Pension AUM7,053,598.0
- Charitable AUM34,813,746.0
- HNW AUM211,873,666.0