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)882,702,145.0
- RAUM (discretionary)850,159,821.0
- Actionable assets650,484,493.0
- Accounts (total)3,304.0
Institutional Clients
- Government AUM—
- Pension AUM6,210,210.0
- Charitable AUM13,615,989.0
- HNW AUM626,121,184.0