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)981,665,158.0
- RAUM (discretionary)258,168,869.0
- Actionable assets965,891,412.0
- Accounts (total)287.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,343,979.0
- HNW AUM462,376,397.0