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)518,068,961.0
- RAUM (discretionary)511,829,326.0
- Actionable assets442,440,410.0
- Accounts (total)711.0
Institutional Clients
- Government AUM—
- Pension AUM19,840,175.0
- Charitable AUM—
- HNW AUM422,600,235.0