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)432,013,165.0
- RAUM (discretionary)410,889,454.0
- Actionable assets322,797,802.0
- Accounts (total)1,255.0
Institutional Clients
- Government AUM—
- Pension AUM23,268,454.0
- Charitable AUM—
- HNW AUM288,639,067.0