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)637,012,604.0
- RAUM (discretionary)637,012,604.0
- Actionable assets564,684,876.0
- Accounts (total)1,188.0
Institutional Clients
- Government AUM1,006,401.0
- Pension AUM172,605,455.0
- Charitable AUM820,096.0
- HNW AUM383,165,045.0