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)456,532,204.0
- RAUM (discretionary)433,534,288.0
- Actionable assets362,526,405.0
- Accounts (total)1,550.0
Institutional Clients
- Government AUM—
- Pension AUM7,868,843.0
- Charitable AUM5,411,719.0
- HNW AUM336,805,972.0