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)634,287,172.0
- RAUM (discretionary)616,473,148.0
- Actionable assets599,129,232.0
- Accounts (total)519.0
Institutional Clients
- Government AUM—
- Pension AUM31,210,053.0
- Charitable AUM19,505,135.0
- HNW AUM541,284,828.0