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)529,052,412.0
- RAUM (discretionary)528,725,319.0
- Actionable assets384,131,550.0
- Accounts (total)2,045.0
Institutional Clients
- Government AUM—
- Pension AUM6,249,915.0
- Charitable AUM3,702,351.0
- HNW AUM374,179,284.0