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)849,132,928.0
- RAUM (discretionary)786,101,710.0
- Actionable assets672,416,187.0
- Accounts (total)2,487.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM30,027,013.0
- HNW AUM637,980,197.0