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)600,858,022.0
- RAUM (discretionary)292,538,756.0
- Actionable assets584,242,023.0
- Accounts (total)580.0
Institutional Clients
- Government AUM—
- Pension AUM41,775,110.0
- Charitable AUM11,606,366.0
- HNW AUM95,521,882.0