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)785,826,384.0
- RAUM (discretionary)752,746,990.0
- Actionable assets705,807,833.0
- Accounts (total)1,096.0
Institutional Clients
- Government AUM—
- Pension AUM9,854,458.0
- Charitable AUM65,302,847.0
- HNW AUM599,695,029.0