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)503,100,285.0
- RAUM (discretionary)501,755,505.0
- Actionable assets451,110,024.0
- Accounts (total)1,473.0
Institutional Clients
- Government AUM—
- Pension AUM1,194,230.0
- Charitable AUM—
- HNW AUM449,915,794.0