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)641,355,878.0
- RAUM (discretionary)7,927,214.0
- Actionable assets425,432,827.0
- Accounts (total)1,242.0
Institutional Clients
- Government AUM—
- Pension AUM142,815,267.0
- Charitable AUM—
- HNW AUM282,617,560.0