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)521,370,490.0
- RAUM (discretionary)503,899,881.0
- Actionable assets462,707,645.0
- Accounts (total)990.0
Institutional Clients
- Government AUM—
- Pension AUM17,470,609.0
- Charitable AUM—
- HNW AUM445,237,036.0