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)897,177,631.0
- RAUM (discretionary)853,278,260.0
- Actionable assets663,444,644.0
- Accounts (total)235.0
Institutional Clients
- Government AUM—
- Pension AUM2,196,817.0
- Charitable AUM3,531,453.0
- HNW AUM623,141,170.0