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)680,118,220.0
- RAUM (discretionary)610,550,477.0
- Actionable assets440,101,653.0
- Accounts (total)2,639.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM601,054.0
- HNW AUM438,370,628.0