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)446,906,587.0
- RAUM (discretionary)390,509,396.0
- Actionable assets335,621,681.0
- Accounts (total)1,437.0
Institutional Clients
- Government AUM—
- Pension AUM39,808,349.0
- Charitable AUM—
- HNW AUM293,570,043.0