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)535,767,979.0
- RAUM (discretionary)485,924,972.0
- Actionable assets441,318,145.0
- Accounts (total)957.0
Institutional Clients
- Government AUM—
- Pension AUM6,469,763.0
- Charitable AUM2,419,656.0
- HNW AUM425,494,308.0