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)491,508,088.0
- RAUM (discretionary)353,710,415.0
- Actionable assets458,706,796.0
- Accounts (total)751.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM23,101,468.0
- HNW AUM435,605,328.0