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)550,090,756.0
- RAUM (discretionary)550,089,836.0
- Actionable assets33,831,768.0
- Accounts (total)3,170.0
Institutional Clients
- Government AUM—
- Pension AUM9,784,922.0
- Charitable AUM2,995,148.0
- HNW AUM21,051,698.0