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)789,182,723.0
- RAUM (discretionary)689,972,723.0
- Actionable assets676,339,482.0
- Accounts (total)2,040.0
Institutional Clients
- Government AUM—
- Pension AUM99,210,000.0
- Charitable AUM12,585,144.0
- HNW AUM561,173,338.0