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)524,701,866.0
- RAUM (discretionary)524,394,228.0
- Actionable assets312,890,680.0
- Accounts (total)938.0
Institutional Clients
- Government AUM—
- Pension AUM10,723,944.0
- Charitable AUM—
- HNW AUM285,806,573.0