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)710,619,518.0
- RAUM (discretionary)682,354,093.0
- Actionable assets605,356,396.0
- Accounts (total)1,482.0
Institutional Clients
- Government AUM—
- Pension AUM7,731,734.0
- Charitable AUM6,075,809.0
- HNW AUM591,548,853.0