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)726,261,882.0
- RAUM (discretionary)721,823,264.0
- Actionable assets668,302,391.0
- Accounts (total)350.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,886,292.0
- HNW AUM580,683,435.0