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)958,743,001.0
- RAUM (discretionary)933,414,096.0
- Actionable assets758,749,065.0
- Accounts (total)329.0
Institutional Clients
- Government AUM—
- Pension AUM23,078,533.0
- Charitable AUM206,244,170.0
- HNW AUM333,888,137.0