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)906,004,988.0
- RAUM (discretionary)906,004,988.0
- Actionable assets412,808,465.0
- Accounts (total)6,052.0
Institutional Clients
- Government AUM—
- Pension AUM16,492,624.0
- Charitable AUM28,025,214.0
- HNW AUM366,965,329.0