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)660,567,046.0
- RAUM (discretionary)660,567,046.0
- Actionable assets451,019,244.0
- Accounts (total)3,673.0
Institutional Clients
- Government AUM—
- Pension AUM15,398,772.0
- Charitable AUM—
- HNW AUM435,620,472.0