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)636,081,479.0
- RAUM (discretionary)508,371,870.0
- Actionable assets542,889,340.0
- Accounts (total)4,338.0
Institutional Clients
- Government AUM—
- Pension AUM3,371,925.0
- Charitable AUM2,763,847.0
- HNW AUM533,014,841.0