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)973,859,957.0
- RAUM (discretionary)934,351,413.0
- Actionable assets923,909,380.0
- Accounts (total)1,023.0
Institutional Clients
- Government AUM—
- Pension AUM21,492,455.0
- Charitable AUM—
- HNW AUM889,742,040.0