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)509,577,516.0
- RAUM (discretionary)502,092,272.0
- Actionable assets68,886,415.0
- Accounts (total)961.0
Institutional Clients
- Government AUM—
- Pension AUM7,485,244.0
- Charitable AUM—
- HNW AUM61,401,171.0