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)496,251,570.0
- RAUM (discretionary)468,414,840.0
- Actionable assets469,822,352.0
- Accounts (total)522.0
Institutional Clients
- Government AUM—
- Pension AUM5,846,919.0
- Charitable AUM—
- HNW AUM463,975,433.0