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)582,341,286.0
- RAUM (discretionary)539,664,880.0
- Actionable assets504,350,700.0
- Accounts (total)1,995.0
Institutional Clients
- Government AUM—
- Pension AUM723,624.0
- Charitable AUM—
- HNW AUM492,807,355.0