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)335,344,034.0
- RAUM (discretionary)334,487,385.0
- Actionable assets286,986,502.0
- Accounts (total)1,196.0
Institutional Clients
- Government AUM—
- Pension AUM4,705,362.0
- Charitable AUM8,649,741.0
- HNW AUM273,631,399.0