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)824,282,906.0
- RAUM (discretionary)824,282,906.0
- Actionable assets792,324,755.0
- Accounts (total)539.0
Institutional Clients
- Government AUM—
- Pension AUM642,611.0
- Charitable AUM5,592,787.0
- HNW AUM786,042,222.0