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)356,038,331.0
- RAUM (discretionary)349,723,747.0
- Actionable assets285,373,042.0
- Accounts (total)1,154.0
Institutional Clients
- Government AUM—
- Pension AUM45,579,004.0
- Charitable AUM950,032.0
- HNW AUM237,869,233.0