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)582,090,191.0
- RAUM (discretionary)580,541,469.0
- Actionable assets528,768,947.0
- Accounts (total)933.0
Institutional Clients
- Government AUM—
- Pension AUM17,240,938.0
- Charitable AUM404,441.0
- HNW AUM511,123,568.0