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)61,947,922.0
- RAUM (discretionary)54,426,217.0
- Actionable assets29,833,418.0
- Accounts (total)1,562.0
Institutional Clients
- Government AUM—
- Pension AUM7,521,705.0
- Charitable AUM—
- HNW AUM22,311,713.0