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)891,178,593.0
- RAUM (discretionary)876,157,694.0
- Actionable assets888,570,886.0
- Accounts (total)671.0
Institutional Clients
- Government AUM—
- Pension AUM2,604,623.0
- Charitable AUM—
- HNW AUM318,547,958.0