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)497,912,054.0
- RAUM (discretionary)76,328,502.0
- Actionable assets489,717,379.0
- Accounts (total)74.0
Institutional Clients
- Government AUM20,659,810.0
- Pension AUM400,923,742.0
- Charitable AUM879,505.0
- HNW AUM67,254,322.0