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)611,719,592.0
- RAUM (discretionary)597,934,288.0
- Actionable assets508,582,423.0
- Accounts (total)1,463.0
Institutional Clients
- Government AUM1,656,508.0
- Pension AUM13,785,304.0
- Charitable AUM24,805,190.0
- HNW AUM468,335,421.0