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)478,464,240.0
- RAUM (discretionary)461,364,771.0
- Actionable assets444,026,358.0
- Accounts (total)1,534.0
Institutional Clients
- Government AUM—
- Pension AUM17,099,469.0
- Charitable AUM1,210,343.0
- HNW AUM425,716,546.0