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)882,832,800.0
- RAUM (discretionary)836,043,453.0
- Actionable assets815,387,394.0
- Accounts (total)1,308.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM793,706,455.0