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)741,352,124.0
- RAUM (discretionary)741,352,124.0
- Actionable assets724,748,203.0
- Accounts (total)660.0
Institutional Clients
- Government AUM—
- Pension AUM4,530,692.0
- Charitable AUM13,594,720.0
- HNW AUM704,451,579.0