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)599,460,734.0
- RAUM (discretionary)599,460,734.0
- Actionable assets564,737,924.0
- Accounts (total)545.0
Institutional Clients
- Government AUM—
- Pension AUM14,441,700.0
- Charitable AUM51,344,749.0
- HNW AUM348,129,766.0