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)704,356,347.0
- RAUM (discretionary)694,059,557.0
- Actionable assets643,092,856.0
- Accounts (total)827.0
Institutional Clients
- Government AUM—
- Pension AUM620,754.0
- Charitable AUM4,086,815.0
- HNW AUM638,381,248.0