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)385,218,918.0
- RAUM (discretionary)358,362,079.0
- Actionable assets213,261,653.0
- Accounts (total)1,397.0
Institutional Clients
- Government AUM—
- Pension AUM22,677,030.0
- Charitable AUM2,317,259.0
- HNW AUM186,031,097.0