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)810,080,632.0
- RAUM (discretionary)810,080,632.0
- Actionable assets763,433,301.0
- Accounts (total)791.0
Institutional Clients
- Government AUM—
- Pension AUM912,154.0
- Charitable AUM20,025,325.0
- HNW AUM713,687,590.0