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)604,888,609.0
- RAUM (discretionary)67,330,616.0
- Actionable assets239,175,891.0
- Accounts (total)2,987.0
Institutional Clients
- Government AUM—
- Pension AUM3,401,657.0
- Charitable AUM1,582,854.0
- HNW AUM231,546,665.0