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)590,106,063.0
- RAUM (discretionary)565,976,718.0
- Actionable assets310,201,029.0
- Accounts (total)1,423.0
Institutional Clients
- Government AUM—
- Pension AUM8,649,422.0
- Charitable AUM30,138,941.0
- HNW AUM267,422,592.0