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)515,188,081.0
- RAUM (discretionary)419,273,391.0
- Actionable assets325,472,253.0
- Accounts (total)939.0
Institutional Clients
- Government AUM—
- Pension AUM9,545,722.0
- Charitable AUM1,008,966.0
- HNW AUM313,790,777.0