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)434,543,021.0
- RAUM (discretionary)425,122,681.0
- Actionable assets276,505,867.0
- Accounts (total)1,925.0
Institutional Clients
- Government AUM—
- Pension AUM1,048,635.0
- Charitable AUM1,072,380.0
- HNW AUM274,384,852.0