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)741,541,787.0
- RAUM (discretionary)665,436,013.0
- Actionable assets554,501,844.0
- Accounts (total)1,870.0
Institutional Clients
- Government AUM—
- Pension AUM6,485,851.0
- Charitable AUM7,288,134.0
- HNW AUM521,897,420.0