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)851,302,957.0
- RAUM (discretionary)840,489,471.0
- Actionable assets743,900,398.0
- Accounts (total)1,180.0
Institutional Clients
- Government AUM—
- Pension AUM47,768,972.0
- Charitable AUM1,474,419.0
- HNW AUM686,624,246.0