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)676,186,819.0
- RAUM (discretionary)667,059,768.0
- Actionable assets651,566,240.0
- Accounts (total)336.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM15,550,350.0
- HNW AUM577,109,798.0