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)311,784,935.0
- RAUM (discretionary)246,167,257.0
- Actionable assets282,635,540.0
- Accounts (total)543.0
Institutional Clients
- Government AUM—
- Pension AUM840,304.0
- Charitable AUM2,091,391.0
- HNW AUM279,703,845.0