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)612,704,601.0
- RAUM (discretionary)570,614,286.0
- Actionable assets306,954,878.0
- Accounts (total)3,933.0
Institutional Clients
- Government AUM—
- Pension AUM41,502,076.0
- Charitable AUM—
- HNW AUM265,452,802.0