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)874,625,136.0
- RAUM (discretionary)874,625,136.0
- Actionable assets810,085,779.0
- Accounts (total)1,145.0
Institutional Clients
- Government AUM—
- Pension AUM34,523,883.0
- Charitable AUM67,026,017.0
- HNW AUM655,063,963.0