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)490,209,538.0
- RAUM (discretionary)479,716,339.0
- Actionable assets366,451,032.0
- Accounts (total)1,465.0
Institutional Clients
- Government AUM—
- Pension AUM35,984,733.0
- Charitable AUM399,797.0
- HNW AUM327,763,464.0