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)654,788,239.0
- RAUM (discretionary)654,788,239.0
- Actionable assets405,641,672.0
- Accounts (total)2,876.0
Institutional Clients
- Government AUM—
- Pension AUM4,625,231.0
- Charitable AUM2,678,017.0
- HNW AUM380,175,839.0