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)533,960,987.0
- RAUM (discretionary)529,327,552.0
- Actionable assets397,163,034.0
- Accounts (total)1,741.0
Institutional Clients
- Government AUM—
- Pension AUM6,917,407.0
- Charitable AUM266,682.0
- HNW AUM385,961,545.0