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)538,263,465.0
- RAUM (discretionary)517,306,061.0
- Actionable assets492,063,048.0
- Accounts (total)1,069.0
Institutional Clients
- Government AUM—
- Pension AUM11,144,644.0
- Charitable AUM37,948,943.0
- HNW AUM437,057,589.0