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)782,940,311.0
- RAUM (discretionary)782,940,311.0
- Actionable assets762,574,891.0
- Accounts (total)596.0
Institutional Clients
- Government AUM—
- Pension AUM14,637,118.0
- Charitable AUM26,577,290.0
- HNW AUM629,000,338.0