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)715,242,096.0
- RAUM (discretionary)364,799,465.0
- Actionable assets660,630,196.0
- Accounts (total)555.0
Institutional Clients
- Government AUM—
- Pension AUM372,032,098.0
- Charitable AUM8,003,054.0
- HNW AUM255,503,446.0