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)463,877,312.0
- RAUM (discretionary)422,291,774.0
- Actionable assets312,941,703.0
- Accounts (total)2,261.0
Institutional Clients
- Government AUM—
- Pension AUM1,977,874.0
- Charitable AUM1,585,212.0
- HNW AUM309,378,617.0