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)770,988,331.0
- RAUM (discretionary)770,988,331.0
- Actionable assets638,810,101.0
- Accounts (total)2,204.0
Institutional Clients
- Government AUM—
- Pension AUM34,221,740.0
- Charitable AUM31,229,432.0
- HNW AUM573,056,999.0