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)905,278,017.0
- RAUM (discretionary)890,625,379.0
- Actionable assets861,435,219.0
- Accounts (total)744.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM25,168,077.0
- HNW AUM761,188,949.0