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)833,486,922.0
- RAUM (discretionary)798,085,431.0
- Actionable assets791,037,371.0
- Accounts (total)1,386.0
Institutional Clients
- Government AUM—
- Pension AUM50,199,315.0
- Charitable AUM5,527,437.0
- HNW AUM664,508,350.0