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)865,221,987.0
- RAUM (discretionary)865,221,987.0
- Actionable assets539,645,054.0
- Accounts (total)4,063.0
Institutional Clients
- Government AUM—
- Pension AUM685,883.0
- Charitable AUM18,847,025.0
- HNW AUM478,366,899.0