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)973,306,348.0
- RAUM (discretionary)954,701,300.0
- Actionable assets692,288,547.0
- Accounts (total)3,379.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM567,385.0
- HNW AUM684,307,003.0