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)824,730,230.0
- RAUM (discretionary)810,824,471.0
- Actionable assets709,354,705.0
- Accounts (total)1,259.0
Institutional Clients
- Government AUM—
- Pension AUM6,597,853.0
- Charitable AUM31,687,987.0
- HNW AUM667,911,610.0