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)702,728,996.0
- RAUM (discretionary)673,164,120.0
- Actionable assets604,946,903.0
- Accounts (total)1,723.0
Institutional Clients
- Government AUM—
- Pension AUM28,000,334.0
- Charitable AUM522,439.0
- HNW AUM561,146,197.0