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)888,866,554.0
- RAUM (discretionary)437,222,790.0
- Actionable assets689,612,431.0
- Accounts (total)2,435.0
Institutional Clients
- Government AUM—
- Pension AUM736,935.0
- Charitable AUM1,180,862.0
- HNW AUM595,684,927.0