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)654,453,457.0
- RAUM (discretionary)509,266,522.0
- Actionable assets609,289,046.0
- Accounts (total)302.0
Institutional Clients
- Government AUM—
- Pension AUM145,186,935.0
- Charitable AUM2,731,260.0
- HNW AUM454,939,971.0