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)494,574,705.0
- RAUM (discretionary)494,574,705.0
- Actionable assets464,292,223.0
- Accounts (total)475.0
Institutional Clients
- Government AUM—
- Pension AUM15,399,172.0
- Charitable AUM12,507,025.0
- HNW AUM436,386,026.0