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)905,428,754.0
- RAUM (discretionary)890,526,172.0
- Actionable assets892,501,815.0
- Accounts (total)1,029.0
Institutional Clients
- Government AUM—
- Pension AUM346,669.0
- Charitable AUM7,123.0
- HNW AUM872,186,574.0