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)662,230,787.0
- RAUM (discretionary)656,396,808.0
- Actionable assets442,272,287.0
- Accounts (total)2,263.0
Institutional Clients
- Government AUM—
- Pension AUM16,741,659.0
- Charitable AUM—
- HNW AUM425,530,628.0