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)916,741,818.0
- RAUM (discretionary)861,364,595.0
- Actionable assets722,455,413.0
- Accounts (total)823.0
Institutional Clients
- Government AUM5,627,119.0
- Pension AUM50,064,439.0
- Charitable AUM11,358,097.0
- HNW AUM638,193,355.0