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)399,968,279.0
- RAUM (discretionary)365,941,631.0
- Actionable assets207,185,298.0
- Accounts (total)1,456.0
Institutional Clients
- Government AUM—
- Pension AUM2,594,718.0
- Charitable AUM563,575.0
- HNW AUM194,024,985.0