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)942,560,611.0
- RAUM (discretionary)942,560,611.0
- Actionable assets885,175,556.0
- Accounts (total)932.0
Institutional Clients
- Government AUM—
- Pension AUM16,287,338.0
- Charitable AUM15,479,297.0
- HNW AUM850,103,170.0