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)445,577,662.0
- RAUM (discretionary)424,817,890.0
- Actionable assets182,711,957.0
- Accounts (total)1,205.0
Institutional Clients
- Government AUM—
- Pension AUM28,755,900.0
- Charitable AUM17,851,051.0
- HNW AUM136,105,006.0