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)605,911,373.0
- RAUM (discretionary)605,911,373.0
- Actionable assets452,368,138.0
- Accounts (total)1,318.0
Institutional Clients
- Government AUM—
- Pension AUM1,829,009.0
- Charitable AUM2,555,368.0
- HNW AUM447,983,761.0