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)591,419,565.0
- RAUM (discretionary)559,683,300.0
- Actionable assets476,293,048.0
- Accounts (total)1,655.0
Institutional Clients
- Government AUM—
- Pension AUM25,713,824.0
- Charitable AUM300,326.0
- HNW AUM450,196,596.0