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)461,768,746.0
- RAUM (discretionary)461,768,746.0
- Actionable assets371,566,100.0
- Accounts (total)2,722.0
Institutional Clients
- Government AUM—
- Pension AUM22,893,724.0
- Charitable AUM690,309.0
- HNW AUM347,814,203.0