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)417,353,611.0
- RAUM (discretionary)411,383,651.0
- Actionable assets210,752,924.0
- Accounts (total)1,059.0
Institutional Clients
- Government AUM—
- Pension AUM5,969,960.0
- Charitable AUM—
- HNW AUM204,782,964.0