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)740,120,367.0
- RAUM (discretionary)740,120,367.0
- Actionable assets427,707,382.0
- Accounts (total)1,903.0
Institutional Clients
- Government AUM—
- Pension AUM35,864,743.0
- Charitable AUM2,408,395.0
- HNW AUM285,420,295.0