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)369,673,447.0
- RAUM (discretionary)337,552,957.0
- Actionable assets325,798,306.0
- Accounts (total)1,472.0
Institutional Clients
- Government AUM—
- Pension AUM35,095,432.0
- Charitable AUM—
- HNW AUM279,368,973.0