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)613,459,465.0
- RAUM (discretionary)72,261,248.0
- Actionable assets597,144,992.0
- Accounts (total)457.0
Institutional Clients
- Government AUM—
- Pension AUM541,198,217.0
- Charitable AUM2,893,047.0
- HNW AUM52,595,973.0