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)787,661,112.0
- RAUM (discretionary)783,390,830.0
- Actionable assets735,002,845.0
- Accounts (total)1,292.0
Institutional Clients
- Government AUM—
- Pension AUM2,505,027.0
- Charitable AUM—
- HNW AUM632,266,850.0