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)635,103,248.0
- RAUM (discretionary)614,873,064.0
- Actionable assets617,545,310.0
- Accounts (total)1,037.0
Institutional Clients
- Government AUM—
- Pension AUM11,638,091.0
- Charitable AUM3,785,450.0
- HNW AUM602,121,769.0