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)969,562,042.0
- RAUM (discretionary)0.0
- Actionable assets952,887,545.0
- Accounts (total)42.0
Institutional Clients
- Government AUM—
- Pension AUM888,545,058.0
- Charitable AUM—
- HNW AUM60,500,131.0