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)829,630,377.0
- RAUM (discretionary)801,971,240.0
- Actionable assets732,641,615.0
- Accounts (total)993.0
Institutional Clients
- Government AUM—
- Pension AUM148,870,136.0
- Charitable AUM—
- HNW AUM519,599,534.0