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)769,086,884.0
- RAUM (discretionary)769,086,884.0
- Actionable assets568,067,907.0
- Accounts (total)1,467.0
Institutional Clients
- Government AUM—
- Pension AUM19,530,555.0
- Charitable AUM2,347,016.0
- HNW AUM436,843,335.0