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)492,315,440.0
- RAUM (discretionary)479,732,962.0
- Actionable assets478,766,190.0
- Accounts (total)296.0
Institutional Clients
- Government AUM—
- Pension AUM153,078,677.0
- Charitable AUM40,828,615.0
- HNW AUM283,876,315.0