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)553,713,239.0
- RAUM (discretionary)535,839,302.0
- Actionable assets448,871,168.0
- Accounts (total)860.0
Institutional Clients
- Government AUM—
- Pension AUM1,118,526.0
- Charitable AUM—
- HNW AUM445,106,462.0