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)798,130,823.0
- RAUM (discretionary)508,749,769.0
- Actionable assets163,987,778.0
- Accounts (total)3,408.0
Institutional Clients
- Government AUM—
- Pension AUM6,680,181.0
- Charitable AUM—
- HNW AUM136,711,635.0