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)862,154,763.0
- RAUM (discretionary)862,154,763.0
- Actionable assets817,124,742.0
- Accounts (total)1,013.0
Institutional Clients
- Government AUM—
- Pension AUM965,874.0
- Charitable AUM27,583,392.0
- HNW AUM784,783,655.0