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)593,715,110.0
- RAUM (discretionary)552,969,387.0
- Actionable assets537,318,212.0
- Accounts (total)271.0
Institutional Clients
- Government AUM—
- Pension AUM44,497,233.0
- Charitable AUM22,636,163.0
- HNW AUM431,401,703.0