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)891,381,455.0
- RAUM (discretionary)869,558,141.0
- Actionable assets822,560,436.0
- Accounts (total)1,461.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM27,323,997.0
- HNW AUM593,274,113.0