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)656,943,166.0
- RAUM (discretionary)643,362,647.0
- Actionable assets651,283,232.0
- Accounts (total)748.0
Institutional Clients
- Government AUM—
- Pension AUM1,024,259.0
- Charitable AUM—
- HNW AUM647,687,639.0