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)806,366,242.0
- RAUM (discretionary)806,366,242.0
- Actionable assets628,813,995.0
- Accounts (total)1,963.0
Institutional Clients
- Government AUM—
- Pension AUM7,351,616.0
- Charitable AUM—
- HNW AUM621,462,379.0