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)370,405,496.0
- RAUM (discretionary)349,370,245.0
- Actionable assets254,339,312.0
- Accounts (total)1,930.0
Institutional Clients
- Government AUM—
- Pension AUM15,534,822.0
- Charitable AUM4,183,192.0
- HNW AUM234,296,687.0