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)503,048,544.0
- RAUM (discretionary)503,048,544.0
- Actionable assets451,920,781.0
- Accounts (total)734.0
Institutional Clients
- Government AUM—
- Pension AUM6,462,355.0
- Charitable AUM112,836.0
- HNW AUM445,345,590.0