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)607,331,627.0
- RAUM (discretionary)461,659,849.0
- Actionable assets575,705,630.0
- Accounts (total)806.0
Institutional Clients
- Government AUM—
- Pension AUM93,548,895.0
- Charitable AUM70,311,007.0
- HNW AUM407,597,193.0