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)647,718,410.0
- RAUM (discretionary)647,317,598.0
- Actionable assets445,858,374.0
- Accounts (total)2,255.0
Institutional Clients
- Government AUM—
- Pension AUM17,934,939.0
- Charitable AUM1,599,268.0
- HNW AUM416,622,629.0