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)727,412,337.0
- RAUM (discretionary)727,412,337.0
- Actionable assets515,140,051.0
- Accounts (total)3,456.0
Institutional Clients
- Government AUM—
- Pension AUM36,827,534.0
- Charitable AUM—
- HNW AUM69,960,232.0