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)621,291,292.0
- RAUM (discretionary)569,428,732.0
- Actionable assets569,898,912.0
- Accounts (total)1,029.0
Institutional Clients
- Government AUM—
- Pension AUM35,430,645.0
- Charitable AUM2,539,083.0
- HNW AUM531,929,184.0