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)871,638,436.0
- RAUM (discretionary)834,373,423.0
- Actionable assets811,624,899.0
- Accounts (total)2,548.0
Institutional Clients
- Government AUM—
- Pension AUM13,039,719.0
- Charitable AUM5,046,050.0
- HNW AUM786,248,050.0