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)644,704,851.0
- RAUM (discretionary)135,482,969.0
- Actionable assets633,708,940.0
- Accounts (total)209.0
Institutional Clients
- Government AUM—
- Pension AUM508,816,504.0
- Charitable AUM757,296.0
- HNW AUM124,135,140.0