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)664,085,976.0
- RAUM (discretionary)253,331,931.0
- Actionable assets664,085,976.0
- Accounts (total)110.0
Institutional Clients
- Government AUM—
- Pension AUM410,754,045.0
- Charitable AUM12,335,795.0
- HNW AUM240,996,136.0