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)774,786,979.0
- RAUM (discretionary)753,291,183.0
- Actionable assets127,502,213.0
- Accounts (total)4,851.0
Institutional Clients
- Government AUM1,359,448.0
- Pension AUM5,222,334.0
- Charitable AUM1,215,573.0
- HNW AUM108,378,215.0