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)837,849,209.0
- RAUM (discretionary)661,673,730.0
- Actionable assets634,063,808.0
- Accounts (total)1,881.0
Institutional Clients
- Government AUM—
- Pension AUM186,629,541.0
- Charitable AUM3,889,706.0
- HNW AUM399,671,885.0