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)431,462,723.0
- RAUM (discretionary)69,838,140.0
- Actionable assets355,350,778.0
- Accounts (total)1,007.0
Institutional Clients
- Government AUM—
- Pension AUM19,795,831.0
- Charitable AUM2,082,376.0
- HNW AUM333,472,571.0