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)664,728,436.0
- RAUM (discretionary)664,728,436.0
- Actionable assets540,895,520.0
- Accounts (total)1,922.0
Institutional Clients
- Government AUM—
- Pension AUM79,863,649.0
- Charitable AUM19,389,684.0
- HNW AUM413,679,065.0