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)574,853,371.0
- RAUM (discretionary)561,086,624.0
- Actionable assets422,195,369.0
- Accounts (total)1,667.0
Institutional Clients
- Government AUM—
- Pension AUM12,888,838.0
- Charitable AUM1,780,158.0
- HNW AUM386,558,093.0