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)577,035,242.0
- RAUM (discretionary)577,035,242.0
- Actionable assets547,603,455.0
- Accounts (total)196.0
Institutional Clients
- Government AUM—
- Pension AUM21,356,243.0
- Charitable AUM117,910,739.0
- HNW AUM329,500,798.0