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)567,566,550.0
- RAUM (discretionary)511,538,934.0
- Actionable assets370,698,131.0
- Accounts (total)1,940.0
Institutional Clients
- Government AUM—
- Pension AUM2,641,423.0
- Charitable AUM4,272,022.0
- HNW AUM306,666,695.0