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)589,886,040.0
- RAUM (discretionary)441,411,896.0
- Actionable assets586,038,428.0
- Accounts (total)319.0
Institutional Clients
- Government AUM—
- Pension AUM6,577,957.0
- Charitable AUM—
- HNW AUM514,647,084.0