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)486,138,859.0
- RAUM (discretionary)446,675,803.0
- Actionable assets319,309,183.0
- Accounts (total)1,342.0
Institutional Clients
- Government AUM—
- Pension AUM2,195,309.0
- Charitable AUM37,842.0
- HNW AUM315,996,935.0