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)833,821,631.0
- RAUM (discretionary)391,571,005.0
- Actionable assets800,850,716.0
- Accounts (total)205.0
Institutional Clients
- Government AUM—
- Pension AUM961,749.0
- Charitable AUM27,424,197.0
- HNW AUM299,967,202.0