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)709,903,352.0
- RAUM (discretionary)548,021,757.0
- Actionable assets603,650,420.0
- Accounts (total)1,357.0
Institutional Clients
- Government AUM—
- Pension AUM3,996,937.0
- Charitable AUM—
- HNW AUM599,653,483.0