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)755,759,558.0
- RAUM (discretionary)347,786,718.0
- Actionable assets711,909,230.0
- Accounts (total)751.0
Institutional Clients
- Government AUM—
- Pension AUM196,045,973.0
- Charitable AUM—
- HNW AUM406,319,160.0