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)515,273,568.0
- RAUM (discretionary)456,306,352.0
- Actionable assets377,076,771.0
- Accounts (total)1,550.0
Institutional Clients
- Government AUM—
- Pension AUM8,683,002.0
- Charitable AUM20,272,621.0
- HNW AUM345,880,350.0