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)570,943,172.0
- RAUM (discretionary)563,569,592.0
- Actionable assets531,493,966.0
- Accounts (total)464.0
Institutional Clients
- Government AUM—
- Pension AUM8,993,309.0
- Charitable AUM162,136,179.0
- HNW AUM349,034,185.0