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)463,984,110.0
- RAUM (discretionary)463,965,189.0
- Actionable assets351,716,295.0
- Accounts (total)1,305.0
Institutional Clients
- Government AUM—
- Pension AUM28,742,630.0
- Charitable AUM108,637.0
- HNW AUM322,086,457.0