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)700,595,332.0
- RAUM (discretionary)698,045,299.0
- Actionable assets666,857,377.0
- Accounts (total)780.0
Institutional Clients
- Government AUM—
- Pension AUM9,429,820.0
- Charitable AUM—
- HNW AUM657,427,557.0