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)978,731,306.0
- RAUM (discretionary)975,044,165.0
- Actionable assets800,864,597.0
- Accounts (total)4,925.0
Institutional Clients
- Government AUM—
- Pension AUM47,370,088.0
- Charitable AUM—
- HNW AUM743,542,480.0