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)723,918,841.0
- RAUM (discretionary)723,918,841.0
- Actionable assets453,078,065.0
- Accounts (total)1,694.0
Institutional Clients
- Government AUM—
- Pension AUM15,283,625.0
- Charitable AUM—
- HNW AUM425,142,364.0