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)932,031,197.0
- RAUM (discretionary)919,335,070.0
- Actionable assets847,992,352.0
- Accounts (total)1,519.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM37,167,330.0
- HNW AUM810,825,022.0