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)667,042,692.0
- RAUM (discretionary)642,395,934.0
- Actionable assets493,140,121.0
- Accounts (total)2,085.0
Institutional Clients
- Government AUM—
- Pension AUM24,646,758.0
- Charitable AUM—
- HNW AUM468,493,363.0