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)540,432,340.0
- RAUM (discretionary)540,384,872.0
- Actionable assets427,091,210.0
- Accounts (total)1,479.0
Institutional Clients
- Government AUM—
- Pension AUM45,780,148.0
- Charitable AUM1,946,322.0
- HNW AUM365,036,884.0