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)945,761,317.0
- RAUM (discretionary)945,761,317.0
- Actionable assets741,410,170.0
- Accounts (total)3,073.0
Institutional Clients
- Government AUM—
- Pension AUM31,045,412.0
- Charitable AUM1,734,556.0
- HNW AUM697,386,848.0