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)561,787,874.0
- RAUM (discretionary)544,391,043.0
- Actionable assets285,842,875.0
- Accounts (total)3,152.0
Institutional Clients
- Government AUM—
- Pension AUM13,159,240.0
- Charitable AUM—
- HNW AUM272,683,635.0