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)898,494,961.0
- RAUM (discretionary)289,250,606.0
- Actionable assets898,494,961.0
- Accounts (total)569.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM14,649,287.0
- HNW AUM877,301,318.0