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)740,003,663.0
- RAUM (discretionary)683,178,839.0
- Actionable assets695,940,894.0
- Accounts (total)576.0
Institutional Clients
- Government AUM—
- Pension AUM56,824,824.0
- Charitable AUM13,138,253.0
- HNW AUM85,323,952.0