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)452,449,927.0
- RAUM (discretionary)440,380,079.0
- Actionable assets392,315,115.0
- Accounts (total)957.0
Institutional Clients
- Government AUM—
- Pension AUM15,774,231.0
- Charitable AUM20,231,293.0
- HNW AUM289,134,551.0