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)910,014,120.0
- RAUM (discretionary)901,823,849.0
- Actionable assets836,296,301.0
- Accounts (total)1,058.0
Institutional Clients
- Government AUM—
- Pension AUM3,333,842.0
- Charitable AUM25,514,589.0
- HNW AUM806,543,572.0