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)454,865,950.0
- RAUM (discretionary)448,523,155.0
- Actionable assets454,243,227.0
- Accounts (total)324.0
Institutional Clients
- Government AUM—
- Pension AUM3,611,585.0
- Charitable AUM912,430.0
- HNW AUM74,073,367.0