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)729,594,023.0
- RAUM (discretionary)678,592,022.0
- Actionable assets715,263,252.0
- Accounts (total)413.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,379,553.0
- HNW AUM687,135,033.0