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)561,548,738.0
- RAUM (discretionary)457,704,885.0
- Actionable assets267,312,668.0
- Accounts (total)2,122.0
Institutional Clients
- Government AUM—
- Pension AUM6,324,162.0
- Charitable AUM—
- HNW AUM250,856,887.0