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)577,106,486.0
- RAUM (discretionary)566,272,759.0
- Actionable assets519,911,824.0
- Accounts (total)990.0
Institutional Clients
- Government AUM—
- Pension AUM3,700,966.0
- Charitable AUM1,055,272.0
- HNW AUM513,169,057.0