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)607,035,864.0
- RAUM (discretionary)567,695,200.0
- Actionable assets472,277,979.0
- Accounts (total)1,870.0
Institutional Clients
- Government AUM—
- Pension AUM9,544,873.0
- Charitable AUM374,047.0
- HNW AUM378,705,417.0