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)530,591,396.0
- RAUM (discretionary)530,591,396.0
- Actionable assets492,894,538.0
- Accounts (total)922.0
Institutional Clients
- Government AUM—
- Pension AUM28,124,882.0
- Charitable AUM6,858,459.0
- HNW AUM456,912,214.0