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)962,640,394.0
- RAUM (discretionary)898,544,269.0
- Actionable assets154,022,463.0
- Accounts (total)6,582.0
Institutional Clients
- Government AUM—
- Pension AUM7,710,114.0
- Charitable AUM—
- HNW AUM146,312,349.0