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)714,807,528.0
- RAUM (discretionary)642,784,542.0
- Actionable assets705,760,585.0
- Accounts (total)503.0
Institutional Clients
- Government AUM—
- Pension AUM8,347,784.0
- Charitable AUM—
- HNW AUM697,412,801.0