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)513,560,986.0
- RAUM (discretionary)492,039,297.0
- Actionable assets443,447,441.0
- Accounts (total)1,608.0
Institutional Clients
- Government AUM—
- Pension AUM519,637.0
- Charitable AUM1,720,591.0
- HNW AUM441,137,130.0