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)445,575,200.0
- RAUM (discretionary)428,272,912.0
- Actionable assets372,658,317.0
- Accounts (total)1,179.0
Institutional Clients
- Government AUM—
- Pension AUM3,230,802.0
- Charitable AUM486,410.0
- HNW AUM367,907,499.0