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)31,871,423.0
- RAUM (discretionary)31,768,492.0
- Actionable assets19,232,287.0
- Accounts (total)60.0
Institutional Clients
- Government AUM—
- Pension AUM6,938,040.0
- Charitable AUM18,559.0
- HNW AUM12,275,688.0