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)629,341,935.0
- RAUM (discretionary)517,319,067.0
- Actionable assets477,285,242.0
- Accounts (total)1,620.0
Institutional Clients
- Government AUM—
- Pension AUM113,161,427.0
- Charitable AUM238,412.0
- HNW AUM363,885,403.0