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)630,429,577.0
- RAUM (discretionary)591,319,825.0
- Actionable assets480,529,022.0
- Accounts (total)2,390.0
Institutional Clients
- Government AUM—
- Pension AUM33,774,022.0
- Charitable AUM980,000.0
- HNW AUM445,775,000.0