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)892,240,795.0
- RAUM (discretionary)867,058,706.0
- Actionable assets829,410,012.0
- Accounts (total)1,967.0
Institutional Clients
- Government AUM—
- Pension AUM31,555,645.0
- Charitable AUM—
- HNW AUM742,962,113.0