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)512,193,017.0
- RAUM (discretionary)501,449,081.0
- Actionable assets409,767,449.0
- Accounts (total)860.0
Institutional Clients
- Government AUM—
- Pension AUM340,150,102.0
- Charitable AUM—
- HNW AUM69,617,347.0