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)803,678,486.0
- RAUM (discretionary)0.0
- Actionable assets765,451,995.0
- Accounts (total)557.0
Institutional Clients
- Government AUM—
- Pension AUM12,489,714.0
- Charitable AUM24,349,676.0
- HNW AUM728,612,605.0