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)536,998,730.0
- RAUM (discretionary)524,014,761.0
- Actionable assets486,602,691.0
- Accounts (total)739.0
Institutional Clients
- Government AUM—
- Pension AUM13,862,780.0
- Charitable AUM7,973,706.0
- HNW AUM459,515,145.0