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)627,528,196.0
- RAUM (discretionary)604,628,196.0
- Actionable assets561,029,763.0
- Accounts (total)1,137.0
Institutional Clients
- Government AUM—
- Pension AUM19,790,709.0
- Charitable AUM—
- HNW AUM540,736,176.0