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)963,693,327.0
- RAUM (discretionary)873,663,325.0
- Actionable assets939,807,785.0
- Accounts (total)2,276.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM18,685,173.0
- HNW AUM921,122,612.0