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)668,893,645.0
- RAUM (discretionary)651,904,575.0
- Actionable assets580,655,758.0
- Accounts (total)1,277.0
Institutional Clients
- Government AUM—
- Pension AUM2,681,407.0
- Charitable AUM59,706,079.0
- HNW AUM517,118,846.0