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)866,412,770.0
- RAUM (discretionary)865,124,777.0
- Actionable assets772,978,930.0
- Accounts (total)1,579.0
Institutional Clients
- Government AUM—
- Pension AUM9,523,949.0
- Charitable AUM12,643,225.0
- HNW AUM746,371,763.0