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)868,739,789.0
- RAUM (discretionary)867,218,055.0
- Actionable assets778,189,789.0
- Accounts (total)488.0
Institutional Clients
- Government AUM—
- Pension AUM42,572,000.0
- Charitable AUM9,742,452.0
- HNW AUM715,629,206.0