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)414,201,000.0
- RAUM (discretionary)371,171,224.0
- Actionable assets321,320,040.0
- Accounts (total)1,471.0
Institutional Clients
- Government AUM—
- Pension AUM26,751,000.0
- Charitable AUM446,000.0
- HNW AUM294,123,040.0