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)528,360,757.0
- RAUM (discretionary)495,509,699.0
- Actionable assets452,506,350.0
- Accounts (total)1,710.0
Institutional Clients
- Government AUM—
- Pension AUM6,928,226.0
- Charitable AUM2,032,629.0
- HNW AUM443,545,495.0