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)721,316,872.0
- RAUM (discretionary)190,676,191.0
- Actionable assets698,996,175.0
- Accounts (total)406.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,034,616.0
- HNW AUM456,505,866.0