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)537,448,475.0
- RAUM (discretionary)507,929,060.0
- Actionable assets435,218,128.0
- Accounts (total)1,833.0
Institutional Clients
- Government AUM—
- Pension AUM15,976,711.0
- Charitable AUM13,148.0
- HNW AUM413,958,538.0