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)721,730,521.0
- RAUM (discretionary)721,702,829.0
- Actionable assets693,244,069.0
- Accounts (total)1,531.0
Institutional Clients
- Government AUM—
- Pension AUM37,670,748.0
- Charitable AUM46,953,054.0
- HNW AUM604,148,956.0