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)604,143,819.0
- RAUM (discretionary)604,143,819.0
- Actionable assets533,092,375.0
- Accounts (total)1,415.0
Institutional Clients
- Government AUM—
- Pension AUM1,757,965.0
- Charitable AUM3,558,473.0
- HNW AUM527,775,937.0