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)668,245,530.0
- RAUM (discretionary)667,502,679.0
- Actionable assets597,726,606.0
- Accounts (total)1,126.0
Institutional Clients
- Government AUM—
- Pension AUM2,937,193.0
- Charitable AUM—
- HNW AUM594,789,413.0