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)828,210,292.0
- RAUM (discretionary)828,210,292.0
- Actionable assets755,287,720.0
- Accounts (total)879.0
Institutional Clients
- Government AUM—
- Pension AUM7,076,384.0
- Charitable AUM756,731.0
- HNW AUM741,506,371.0