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)668,464,064.0
- RAUM (discretionary)306,963,566.0
- Actionable assets624,801,111.0
- Accounts (total)521.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM42,083,870.0
- HNW AUM581,846,920.0