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)563,083,517.0
- RAUM (discretionary)532,696,876.0
- Actionable assets449,410,365.0
- Accounts (total)2,112.0
Institutional Clients
- Government AUM—
- Pension AUM24,378,917.0
- Charitable AUM7,453,655.0
- HNW AUM417,577,793.0