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)952,370,875.0
- RAUM (discretionary)802,040,667.0
- Actionable assets867,862,672.0
- Accounts (total)2,711.0
Institutional Clients
- Government AUM—
- Pension AUM88,325,893.0
- Charitable AUM3,425,517.0
- HNW AUM700,940,463.0