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)672,264,058.0
- RAUM (discretionary)659,708,828.0
- Actionable assets553,244,492.0
- Accounts (total)1,823.0
Institutional Clients
- Government AUM—
- Pension AUM26,029,481.0
- Charitable AUM581,416.0
- HNW AUM513,370,846.0