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)852,711,142.0
- RAUM (discretionary)108,090,047.0
- Actionable assets549,021,581.0
- Accounts (total)905.0
Institutional Clients
- Government AUM—
- Pension AUM96,505,958.0
- Charitable AUM42,972,670.0
- HNW AUM409,542,953.0