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)695,620,092.0
- RAUM (discretionary)616,652,024.0
- Actionable assets425,841,997.0
- Accounts (total)539.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM78,061,341.0
- HNW AUM327,937,144.0