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)666,867,960.0
- RAUM (discretionary)219,563,528.0
- Actionable assets616,912,389.0
- Accounts (total)321.0
Institutional Clients
- Government AUM—
- Pension AUM449,386,840.0
- Charitable AUM4,504,801.0
- HNW AUM162,732,085.0