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)562,649,670.0
- RAUM (discretionary)546,186,216.0
- Actionable assets562,649,670.0
- Accounts (total)102.0
Institutional Clients
- Government AUM—
- Pension AUM151,509,538.0
- Charitable AUM27,586,078.0
- HNW AUM333,241,702.0