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)921,472,084.0
- RAUM (discretionary)486,321,538.0
- Actionable assets828,111,148.0
- Accounts (total)1,730.0
Institutional Clients
- Government AUM—
- Pension AUM210,537,215.0
- Charitable AUM—
- HNW AUM617,573,933.0