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)941,460,242.0
- RAUM (discretionary)933,498,524.0
- Actionable assets868,390,970.0
- Accounts (total)398.0
Institutional Clients
- Government AUM—
- Pension AUM13,961,016.0
- Charitable AUM51,347,615.0
- HNW AUM750,050,839.0