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)612,190,360.0
- RAUM (discretionary)601,499,317.0
- Actionable assets551,221,898.0
- Accounts (total)1,199.0
Institutional Clients
- Government AUM—
- Pension AUM2,903,273.0
- Charitable AUM26,005,896.0
- HNW AUM480,577,218.0