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)710,546,092.0
- RAUM (discretionary)662,243,152.0
- Actionable assets599,690,082.0
- Accounts (total)2,138.0
Institutional Clients
- Government AUM—
- Pension AUM44,129,402.0
- Charitable AUM1,046,700.0
- HNW AUM502,393,243.0