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)507,174,298.0
- RAUM (discretionary)441,100,551.0
- Actionable assets487,964,240.0
- Accounts (total)535.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,650,601.0
- HNW AUM394,791,917.0