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)593,289,354.0
- RAUM (discretionary)567,100,379.0
- Actionable assets365,254,277.0
- Accounts (total)1,042.0
Institutional Clients
- Government AUM1,749,102.0
- Pension AUM26,188,975.0
- Charitable AUM5,864,798.0
- HNW AUM331,451,402.0