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)426,440,141.0
- RAUM (discretionary)422,699,331.0
- Actionable assets370,131,171.0
- Accounts (total)1,845.0
Institutional Clients
- Government AUM—
- Pension AUM20,649,867.0
- Charitable AUM1,774,225.0
- HNW AUM315,630,963.0