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)823,758,596.0
- RAUM (discretionary)808,068,093.0
- Actionable assets618,027,777.0
- Accounts (total)3,055.0
Institutional Clients
- Government AUM2,467,662.0
- Pension AUM9,870,415.0
- Charitable AUM10,866,724.0
- HNW AUM573,356,273.0