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)581,485,645.0
- RAUM (discretionary)581,147,669.0
- Actionable assets554,692,582.0
- Accounts (total)504.0
Institutional Clients
- Government AUM—
- Pension AUM66,015,582.0
- Charitable AUM725,159.0
- HNW AUM179,935,400.0