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)773,184,329.0
- RAUM (discretionary)760,977,835.0
- Actionable assets716,167,030.0
- Accounts (total)933.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM48,583,703.0
- HNW AUM657,171,254.0