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)678,564,542.0
- RAUM (discretionary)388,571,960.0
- Actionable assets495,934,876.0
- Accounts (total)1,757.0
Institutional Clients
- Government AUM17,008,793.0
- Pension AUM8,622,909.0
- Charitable AUM2,875,622.0
- HNW AUM465,554,212.0